Releve Financial Group
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Relevé Financial Group is a wealth management firm managing about $255.6 million and serving individuals, high‑net‑worth clients, trusts, estates, charitable organizations, and business entities with comprehensive financial planning, consulting, and portfolio management. The firm also operates a proprietary, subscription-based online advisory and coaching platform (LIVE WELLthy) in addition to its traditional managed-account services.
RFG generally provides discretionary investment management and documents client goals, time horizons, and risk tolerances to build tailored plans, using methods that include fundamental, technical, quantitative analysis and modern portfolio theory; accounts are monitored on an ongoing basis with annual reviews by the Investment Committee. The brochure discloses that the firm may use a range of instruments (ETFs, mutual funds, options, margin, derivatives), may appoint sub‑advisors, and allows client‑imposed restrictions on investments.
Compared with many peers, the firm is the sponsor and sole portfolio manager of an RFG Wrap Fee Program and runs a public subscription advisory platform alongside its managed accounts, and it discloses that some investment adviser representatives also receive compensation as insurance agents. The brochure also notes firm‑paid CPA tax‑preparation for qualifying clients and that the firm maintains multiple offices despite a small advisor team—items the firm discloses and addresses as potential conflicts of interest.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Fees deducted quarterly in advance based on the ending account balance of the previous quarter; specific percentage rates not stated
Monthly or annual subscription fees for LIVE WELLthy™ online advisory platform, not to exceed $7,500 per year
Fee-only: LIVE WELLthy™ online advisory platform subscription fees up to $7,500 per year
Main office
See office9375 E Shea Blvd, Suite 100
Scottsdale AZ 85260
Advisors at this office
2
Offices (3)
Most active in
Arizona · California · Florida · Minnesota · New Jersey · Texas · Wisconsin
Also doing business as
Dawn Dahlby · Jurkovich, Dawn · Releve Financial Group · Releve Financial Group, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Nadine T
CFP®
San Carlos, CA
Releve Financial Group
Nadine Thibault is a CFP® professional with five years of industry experience. She has been with Relevé Financial Group since 2021 and previously worked at NorthRock Partners from 2014 to 2021. Relevé Financial Group manages approximately $255.6 million and serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm offers comprehensive financial planning, consulting, and portfolio management, including a proprietary subscription-based online advisory platform alongside traditional managed-account services.
Kimberly B
Series 65, Series 66
Atlantic Highlands, NJ
Releve Financial Group
Kimberly Bannwarth is a financial advisor at Relevé Financial Group with 10 years at the firm and a total of 13 years in the industry. She holds Series 65 and Series 66 designations and previously worked at NorthRock Partners, LLC for three years. Outside of finance, she is involved as a vocal director and music teacher. Relevé Financial Group manages approximately $255.6 million and serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm offers comprehensive financial planning, consulting, and portfolio management, and operates a proprietary subscription-based online advisory and coaching platform alongside its traditional managed-account services.
Thomas D
Series 66
Scottsdale, AZ
Releve Financial Group
Thomas Dale is a financial advisor at Relevé Financial Group in Scottsdale, AZ, holding a Series 66 designation with five years of industry experience. He previously worked at Grove Point Advisors, Grove Point Investments, and Schumann Financial, and has a background that includes four years at the University of Illinois. Relevé Financial Group manages approximately $255.6 million and serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities with comprehensive financial planning, consulting, and portfolio management. The firm offers discretionary investment management using a blend of fundamental, technical, and quantitative analysis, and operates a proprietary subscription-based advisory platform alongside traditional managed accounts.
Dawn J
CFP®, Series 66
Scottsdale, AZ
Releve Financial Group
Dawn Jurkovich is a CFP® and Series 66-registered financial advisor with 19 years of industry experience. She has been with Relevé Financial Group since 2016 and previously worked at Northrock Partners, LLC. Outside of her advisory role, she is the owner and founder of dawn.dahlby.com, a financial coaching and empowerment platform for women. Relevé Financial Group manages approximately $255.6 million and serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm provides comprehensive financial planning, consulting, and portfolio management, employing a range of investment strategies and operating both traditional managed accounts and a proprietary subscription-based advisory platform.
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