A complete list of active advisors currently associated with Rex Consulting, LLC

Warmer can help you find a great advisor at Rex Consulting, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Rex Consulting, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
John Kariss III	Seven Fields, PA	8

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