Rezny Wealth Management, Inc.

Rezny Wealth Management, Inc. is a Fee-Only Registered Investment Advisor established in 1992, with offices in Fort Myers, FL, and Aurora, IL. The firm offers investment advisory and financial planning services primarily to individuals, focusing on active portfolio management using Stocks, Bonds, and ETFs. Clients can choose from different investment styles based on their goals and risk profile. Rezny Wealth Management requires a minimum of $2,000,000 to open and maintain an Investment Advisory account. The firm charges an annualized fee based on a percentage of assets under management, with fees billed quarterly in advance. Rezny Wealth Management does not participate in wrap fee programs and manages over $435 million in client assets on a discretionary basis. The firm may provide financial planning services at no additional cost, tailored to client needs. Additionally, under limited circumstances, the firm may advise on annuity sub-accounts. Rezny Wealth Management does not have outside business activities and may provide services to ERISA retirement plans. The firm's investment strategies involve detailed research, daily portfolio reviews, and a focus on risk management. Clients are encouraged to meet regularly with the firm to review their financial status and investment portfolios. Rezny Wealth Management does not compensate third parties for client referrals and does not vote proxies on behalf of clients. The firm exercises investment discretion with client authorization and does not have custody of client funds or securities. Client privacy and data security are a top priority for the firm, with strict policies in place to protect personal information.