Revo Financial, LLC

Revo Financial, LLC advises individual and high‑net‑worth clients, offering financial planning, portfolio management (discretionary and non‑discretionary), and 401(k) portfolio advisory services. The firm also facilitates state‑specific estate planning documents through an unaffiliated third‑party platform and generally charges percentage‑of‑AUM advisory fees.

Investment advice is delivered primarily through a suite of proprietary, rules‑based model portfolios (Risk‑Adjusted Blends, Turnkey, Tax‑Sensitive, Spectrum) that use macroeconomic and market indicators, momentum and style “elements,” and a mix of quantitative, technical and fundamental analysis to set equity and fixed‑income allocations. Revo may employ machine‑learning techniques and other AI tools in certain models and for meeting transcription, and it routinely recommends third‑party advisers or sub‑advisers for managed accounts.

Noteworthy features disclosed in the brochure include that Revo is a licensed insurance agency whose associated persons may sell insurance products for separate commission compensation, and that the firm produces periodicals/newsletters for clients — both relatively uncommon among similar supported firms. Revo manages roughly $135 million across about 166 client accounts with two advisors and combines that scale with a broad library of proprietary models and specialty offerings such as direct indexing, Biblically Responsible Investing options, and managed access to held‑away retirement accounts via an unaffiliated web‑based platform.