Revo Financial, LLC

Revo Financial advises individual and high‑net‑worth clients, providing comprehensive financial planning, portfolio management (discretionary and non‑discretionary), 401(k) advisory, and coordination of state‑specific estate planning documents through an unaffiliated third‑party platform. The firm's brochure reports approximately $135 million in assets under management across about 166 client relationships, managed by a two‑advisor team.

Investment guidance is delivered primarily through rules‑based, algorithmic model portfolios (including the Revo Risk‑Adjusted Blends, Revo Tax‑Sensitive, and Revo Turnkey series) that combine quantitative, technical, and fundamental analysis and systematic monthly rebalancing. Revo also uses third‑party investment advisers and the Altruist Model Marketplace, and its disclosures note use of strategies and services such as direct indexing, options exposure, securities‑backed lines of credit, and AI tools for meeting transcription and analysis.

The firm’s brochure discloses that it operates as a licensed insurance agency and that associated persons may sell insurance products for commission, a conflict of interest the firm addresses in its disclosures — a feature that is less common among similar supported firms. Revo’s participation in the Altruist custodial/model marketplace, its publication of periodicals or newsletters, and its small advisory team running proprietary, rules‑based models are further distinguishing details highlighted in the brochure.