A complete list of active advisors currently associated with Releve Financial Group
Warmer can help you find a great advisor at Releve Financial Group or one who fits your needs even better.
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.
To learn more about the advisors currently working at Releve Financial Group, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
You can also browse Releve Financial Group's office locations.
Name |
Location |
Years of experience |
|---|---|---|
Atlantic Highlands, NJ
| 4
| |
Scottsdale, AZ
| 5
| |
Scottsdale, AZ
| 19
| |
San Carlos, CA
| 5
|
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