Relyon Financial Advisors, LLC

Overview

Relyon Financial Advisors, LLC is an independent, individual-owned registered investment adviser operating as an LLC and focused on serving individual and family clients. The firm’s advisory work centers on financial planning and portfolio management for individuals and small businesses. Its fee arrangements are flexible: it charges asset-based fees as well as hourly and fixed fees, which suggests it serves both ongoing wealth management and project-based planning needs. The firm does not identify as an active ESG investor and is not positioned as a multi-state or pension consultant adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives