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Revo Financial, LLC

Headquartered in MONTGOMERY, TX

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Firm Information

Revo Financial, LLC is a financial advisory firm that provides a range of services, including financial planning, portfolio management for individuals, and publication of periodicals. The firm manages approximately $118,570,330 in assets for 190 clients, including high-net-worth individuals and individuals other than high-net-worth. They have a team of 4 licensed agents and 3 investment advisor representatives.

Revo Financial, LLC

$118.57M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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other

Percentage of assets under advisement

Branch Locations (3)

REVO FINANCIAL, LLC has a total of 3 branch locations across the country.
location

Bartlesville, OK

location

MONTGOMERY, TX

location

BARTLESVILLE, OK

Advisors at Revo Financial, LLC

View All 3 Advisors
Unclaimed
Jon Aubrey Nettles

CFP®, RA

MONTGOMERY, TX

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Unclaimed
Robert Curtiss Marlowe

RA

MONTGOMERY, TX

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Unclaimed
Lucas Eli Nettles

CFP®, RA

BARTLESVILLE, OK

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Disclosures

There are no public disclosures for Revo Financial, LLC.

Frequently Asked Questions (5)

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