REX CONSULTING, LLC

Overview

REX Consulting, LLC is organized as a limited liability company that provides financial planning and discretionary portfolio management services targeted at individuals and small businesses. The firm’s reported advisory activities focus on delivering planning and ongoing portfolio oversight rather than institutional consulting or pension services. Fee arrangements listed include asset-based fees, hourly billing, and fixed fees. Public filings in the FINTRX snapshot classify the firm as “unclassified” and do not identify an owner type or SEC registration year. The firm is not flagged as a capital allocator, is not a multi-state adviser, and is not identified as an active ESG investor. An industry affiliation with an insurance company is noted.

Assets & Accounts