RLS Financial Group, Inc.

Overview

RLS Financial Group, Inc. is an independent registered investment adviser organized as a corporation and owned by an individual. The firm serves both individual and family clients as well as institutional and business clients, combining advisory services with insurance brokerage capability. Its advisory services include financial planning and discretionary portfolio management for individuals, small businesses, and institutions, and the firm also lists market timing services among its offerings. RLS uses a flexible fee palette — charging based on a percentage of assets under management, hourly and fixed fees, and in some instances performance-based fees. The firm does not identify itself as an active ESG investor and is not presented as a multi-state or newly formed adviser in the available materials. Industry affiliations include a reference to pension consulting.

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