RLS Financial Services

Overview

RLS Financial Services is a small, independently operated registered advisory practice structured as a sole proprietorship and owned by an individual. The firm focuses on individuals and families, and provides fee-based financial planning and portfolio management for individuals and small businesses. It also operates in insurance brokerage and accounting capacities, which appears to be integrated with its advisory work. Compensation is a mix of asset-based fees and hourly charges. The practice is not positioned as a capital allocator, does not emphasize ESG investing, and the record indicates advisory relationships are managed without broad discretionary authority.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices