Jessica Stanley is a registered investment advisor at Rezny Wealth Management, INC., based in Aurora, IL, with 13 years of industry experience. Jessica operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning. Their firm serves 275 clients with $510M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K+ | 1.00% |
Break points on advisory fees for accounts at Jefferson National and Nationwide will not be combined for break points on other Investment Advisory Accounts. Investment Advisory Accounts are managed separately from sub-accounts in Variable Annuities.
Fee Estimator
Location
75 Executive Drive, Suite 325, Aurora, IL, 60504
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Rezny Wealth Management, INC.
State Registrations2 states
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