RLS Private Wealth Consulting, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
RLS Private Wealth Consulting provides family office and comprehensive planning services to families, business owners, and high‑net-worth clients. The firm’s service menu includes family office executive support, bookkeeping and reporting, bill‑pay and cash‑flow management, estate and tax coordination, business succession planning, and concierge implementation assistance.
Rather than acting as a discretionary money manager, RLS offers investment consulting and holistic wealth‑planning advice, including portfolio analysis, investment policy development, and coordination with third‑party investment managers; its investment reviews may draw on fundamental, technical, cyclical analysis and modern portfolio theory. Clients are onboarded to a third‑party Digital Family Office platform for secure document storage, ongoing reporting, and implementation tracking.
What is distinctive is the firm’s emphasis on operational and governance functions—vendor onboarding, digital vault administration, family meeting coordination, and continuity/oversight work—which go beyond typical planning-only practices among similar advisers. Also notable for a small advisory team, RLS may be deemed to have custody when providing bill‑pay services and is therefore subject to surprise custody examinations and audited financial reporting.
Client services
Expertise
Occupation focus
Fee options
Upfront onboarding fee ranges from $0 to $5,000 depending on service
Hourly rates may apply in limited cases for Core Plus and Core offerings
Monthly fees billed in arrears: Elite offering billed monthly with fees adjusted annually with inflation; Core Plus minimum $3,500/month; Core minimum $2,500/month
Minimum fee: Core Plus offering: minimum monthly fee of $3,500; Core offering: minimum monthly fee of $2,500 Fee-only: Fees primarily negotiated flat or monthly fees for services; hourly rates may apply in limited cases
Main office
Hollister CA
Advisors at this office
2
Most active in
California
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Alex B
CFP®, Series 63, Series 65
Hollister, CA
RLS Private Wealth Consulting, Inc.
Alex Baier is a CFP® with 10 years of experience in financial advising. He has worked at Northwestern Mutual Wealth Management Company and Foresters Financial Services before joining RLS Private Wealth Consulting, Inc. in 2025. Baier holds Series 63 and Series 65 licenses. RLS Private Wealth Consulting provides family office and comprehensive planning services to families, business owners, and high-net-worth clients. The firm offers investment consulting and holistic wealth-planning advice, emphasizing operational and governance functions beyond typical planning services.
Rhonda S
CFP®, Series 63, Series 65
Hollister, CA
RLS Private Wealth Consulting, Inc.
Rhonda Staelgraeve Secor is a CFP® with 14 years of industry experience, currently serving at RLS Private Wealth Consulting, Inc. since 2016. She holds Series 63 and Series 65 licenses and is an advisory board member of Monterey County Bank. RLS Private Wealth Consulting provides family office and comprehensive planning services to families, business owners, and high-net-worth clients. The firm offers investment consulting and holistic wealth-planning advice, emphasizing operational and governance functions alongside portfolio analysis and coordination with third-party investment managers.
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