Revel Wealth Partners

Revel Wealth Partners provides discretionary investment management and both project‑based and ongoing financial planning to individuals, high‑net‑worth individuals, and trusts. Services include portfolio management across stocks, bonds, mutual funds, ETFs, U.S. government and municipal securities, and written financial plans that may address retirement, estate, tax, business, college savings, insurance, and cash‑flow matters.

The firm emphasizes a policy‑driven investment process that starts with a client‑specific investment policy and asset‑allocation targets and combines modern portfolio theory with fundamental and technical analysis, using a blend of passive and active vehicles. Revel is fee‑only, typically charges percentage‑of‑AUM fees for managed accounts, offers fixed fees for ongoing and project planning calculated from an hourly rate, and requires clients to custody assets at a designated institutional custodian (Charles Schwab).

Noteworthy characteristics include that the firm is newly formed and, as of the most recent reporting date, had two principals but reported $0 in assets under management and no client accounts — an atypical profile for a supported adviser in this category. The principals hold advanced professional credentials (both hold CFP certification and one holds CFA and CAIA designations), the firm does not accept sales commissions or performance fees, does not vote client proxies, and relies on its custodian’s institutional platform for trade execution, research, and back‑office support.