A complete list of active advisors currently associated with RNS Wealth Management, LLC

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

RNS Wealth Management, LLC provides discretionary asset management, financial planning and consulting, and educational seminars to individual and business clients. The firm reports approximately $4.0 million in assets under management across 37 client relationships and uses platforms that include American Funds Service Company and co‑advisory arrangements with Matson Money. RNS implements portfolios primarily through mutual fund and model‑based solutions on the American Funds platform and may refer clients to third‑party money managers (TPMs) that retain trading discretion. The firm’s methods of analysis include fundamental, technical, charting and cyclical approaches, and its planning work covers estate, tax, retirement, insurance and related topics. Distinctive features disclosed in the brochure include that a managing member maintains an outside legal practice and that all managing members operate affiliated insurance businesses, each devoting substantial time to those activities and receiving typical insurance compensation. The firm also offers public seminars (educational in nature and sometimes charged up to $50); combined with its modest AUM and 37‑client roster, this profile suggests RNS operates at a smaller scale and does not appear to be primarily focused on high‑net‑worth households.

To learn more about the advisors currently working at RNS Wealth Management, 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.