RLS Private Wealth Consulting

What RLS Private Wealth Consulting does

RLS Private Wealth Consulting, Inc. is a California-registered investment adviser (RIA) headquartered in Hollister, California, founded in 2016 by Rhonda Staelgraeve-Secor. The firm operates on a fee-only, fiduciary basis — it does not sell financial products — and delivers three integrated service offerings to affluent family business owners and multi-generational wealth-holding families: Wealth Planning (comprehensive financial planning plus business succession strategy), Wealth Concierge (personalized advocacy and resource coordination), and Family Office Services (governance planning, bookkeeping and bill-pay, project management, and administration of a digital family office platform for secure document storage and workflow management). The target clientele consists of family business owners navigating growth, transition, or exit, and families of substantial wealth seeking multi-generational legacy planning; the firm serves clients primarily throughout California, transacting only in jurisdictions where it qualifies for an exemption from registration requirements.

The underlying technology stack is light and operationally focused rather than differentiated: the core proprietary component is the administration of a third-party digital family office platform (best-in-class per the firm), used to manage secure document storage, workflow, and data access monitoring for client households. There are no disclosed proprietary AI capabilities, no published APIs or SDKs, no app presence, and no patents or trademarks. Marketing is delivered through a content-led channel comprising an extensive educational resource center, financial calculators, and a video library, supplemented by professional association memberships in the Financial Planning Association, XY Planning Network, and Exit Planning Institute.

Revenue mechanics are based on subscription-style, annual-billed advisory fees on a transparent but undisclosed pricing schedule, with no commissions or product-driven compensation. The go-to-market motion is high-touch, relationship-driven, and founder-led: client acquisition relies on direct outreach, referrals, and professional network partnerships rather than paid digital distribution. Distribution is entirely direct (no intermediaries, resellers, or digital channels), and the operating team consists of four professionals — the founder, a credentialed wealth advisor associate, a compliance and data integrity manager, and an administrative executive.

Name

RLS Private Wealth Consulting

Legal name

RLS Private Wealth Consulting, Inc.

Website

https://rlswealthconsulting.com

Company type

Private

Founded year

2016

Operating status

Operating

Headcount range

1–10 employees

Short description

RLS Private Wealth Consulting is a California fee-only Registered Investment Adviser founded in 2016 by Rhonda Staelgraeve-Secor. It serves affluent family business owners and multi-generational families with wealth planning, business succession, concierge, and family office services.

Ownership category

akta.pro rank

Product category

Wealth Management Advisory

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)

SIC

Investment Advice (6282)

akta.pro primary industry

Comprehensive/Full-Service RIAs & Independent Wealth Managers (FSAAACAA)

akta.pro secondary industries

Private Banking Advisory & Discretionary Portfolio Management (FSABADAD), Private Banking Business Owners & Entrepreneur Solutions (Liquidity Events, Pre-IPO) (FSABADAK)

Keywords

• Wealth advisory services
• Financial planning
• Family office services
• Business succession planning
• Registered investment adviser

Headquarters

HQ city

Hollister

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

1. Advisory Fees: Fee-based advisory services without product sales. The firm does not sell financial products, ensuring conflict-free guidance. They offer transparent fee schedules and work exclusively with families of substantial wealth.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Core offering

RLS Private Wealth Consulting is a fee-only Registered Investment Adviser that provides specialized wealth advisory services to family business owners and affluent families. The firm delivers three integrated service lines: Wealth Planning (comprehensive financial planning and business succession), Wealth Concierge (personalized advocacy and resource coordination), and Family Office Services (administrative support including digital family office platform administration, bookkeeping, bill-pay, and governance planning). Services are delivered under a pure fiduciary standard without selling financial products.

Product overview

RLS Private Wealth Consulting offers three integrated service offerings: Wealth Planning (comprehensive financial planning and business succession), Wealth Concierge (personalized advocacy and resource coordination), and Family Office Services (administrative family office support). These services work together as a unified wealth management approach, with Wealth Planning as the strategic foundation, Wealth Concierge providing elevated service and advocacy, and Family Office Services handling operational and administrative support including a digital family office platform for secure document storage, workflow management, and data access monitoring.

Differentiator

Problem solved

Functional benefit

Products and services

• Wealth Planning
• Wealth Concierge
• Family Office Services

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Scale indicators3 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Ritholz Wealth Management: Boutique fee-only RIA based in California serving HNW individuals and families with personalized wealth management — comparable in size, geography, and client focus.
• Modera Wealth Management: Fee-only RIA providing comprehensive financial planning and investment management to HNW households and business owners — overlapping client segment and fee-only fiduciary model.
• Halbert Hargrove: California-based, fee-only RIA serving HNW individuals, families, and business owners with comprehensive wealth planning and family office services — directly comparable in size, geography, fiduciary model, and client focus.
• TrueNorth Wealth Advisors: Fee-only RIA serving HNW families and business owners with financial planning, investment management, and family office services — closely comparable in service mix and target market.
• Aspiriant: Independent, fee-only wealth management firm serving HNW families and business owners with integrated financial planning, tax, and investment services — comparable in client profile, fiduciary stance, and integrated service model.
• Buckingham Strategic Wealth: Fee-only RIA focused on evidence-based financial planning and wealth management for individuals and business owners — similar fiduciary stance and planning-led model.
• Pure Financial Advisors: Fee-only RIA headquartered in California offering comprehensive financial planning, investment management, and tax services to individuals and retirees — overlapping in geography, fee-only model, and planning orientation.

Broad incumbents

• Mercer Advisors: National RIA providing wealth management, tax, estate, and family office services to HNW families and business owners — broader scale but overlapping service offering and client profile.
• Creative Planning: One of the largest independent, fee-only RIAs in the U.S. offering wealth management, financial planning, and family office services — broader scale and national footprint but same fiduciary-only delivery model.
• Edelman Financial Engines: Large national RIA providing financial planning and investment management to a broad mass-affluent and HNW base — significantly larger and more diversified but competes for the same affluent family segment.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/rls-private-wealth-consulting

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about RLS Private Wealth Consulting