Rex Consulting, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Rex Consulting is a newly formed registered investment adviser that offers discretionary portfolio management and wealth management services to individuals and high‑net‑worth clients. The firm manages portfolios primarily using exchange‑traded funds and may also employ mutual funds, individual stocks and bonds, and provides comprehensive financial planning and consulting.
The advisor emphasizes a fundamental-analysis framework and generally long‑term investment strategies while retaining the flexibility to rebalance or adjust allocations to meet client objectives and tax or legacy‑holding considerations. Financial planning engagements are offered on a fee‑for‑service basis, including both hourly and fixed‑fee arrangements, and the firm may provide written plans or refer clients to outside specialists as part of consulting engagements.
Several features distinguish the firm from many peers in its regulatory category: it offers standalone financial planning on hourly and fixed‑fee bases and provides portfolio management for individual accounts, while it does not manage private funds. The firm is affiliated with an insurance brokerage that may earn separate commission income from insurance product sales, and it maintains an institutional relationship with its recommended custodian (Altruist), from which it receives software and related economic benefits.
Client services
Expertise
Fee options
Up to $3,000 for financial planning services; fees negotiable based on service complexity.
$500,000 - $999,999: 1.00% $1,000,000+: 0.50%
Up to $250 per hour for financial planning services.
Account minimum: $500,000 Fee-only: Wealth management fees based on assets under management; no commissions on securities transactions.
Main office
2200 Garden Drive, Suite 200 C
Seven Fields PA 16046
Advisors at this office
1
Most active in
Pennsylvania
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")