Revolution Partners, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$72,068,000
Clients
76
Advisors
4
of 6 employees
About
Revolution Partners provides financial planning, investment management, and retirement plan consulting to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm manages approximately $115 million in regulatory assets for about 76 clients and delivers both discretionary and non‑discretionary portfolio management alongside standalone planning engagements.
The firm follows a goals-based, diversification-oriented approach that allocates client assets among independent managers, mutual funds, ETFs, individual securities and model portfolios overseen by an investment committee, with ongoing monitoring and periodic reviews. Revolution Partners also uses technology to aggregate held‑away accounts (including employer plans, 529s and variable annuities) to inform household-level allocation decisions and typically seeks discretionary authority to implement portfolio changes.
Statistically uncommon for a team firm of its size, Revolution Partners is affiliated with other advisers: it co-owns and serves as the managing member of an affiliated investment adviser organized to provide services to the clients of a public accounting firm and provides administrative and back‑office support to that affiliate. The firm also sponsors and manages a wrap fee program and maintains a meaningful ERISA 3(38) retirement practice and a notable amount of aggregated “held‑away” assets, combining institutional retirement services with household aggregation in a way that distinguishes it from many peers.
Client services
Expertise
Occupation focus
Fee options
Fixed fees for financial planning services determined on individual basis
$0 - $1,000,000: 1.50% $1,000,001 - $2,000,000: 1.25% $2,000,001 - $5,000,000: 1.00% $5,000,001+: 0.75%
Financial planning hourly fees ranging from $100 to $500
Account minimum: $100,000 Minimum fee: $1,500 annually, may be waived at Firm's discretion Fee-only: Financial planning fees charged hourly ($100 to $500 per hour) or fixed fees determined individually
Main office
Memphis TN
Advisors at this office
4
Most active in
Indiana · Kentucky · Mississippi · Tennessee
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
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
Robert L
Series 63, Series 65
Memphis, TN
Revolution Partners, LLC
Robert Lloyd is a financial advisor at Rpata, LLC in Memphis, TN, holding Series 63 and Series 65 licenses with 11 years of industry experience. He has been with Revolution Partners, LLC since 2013. Rpata provides investment management, financial planning, and pension consulting to individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm uses a goals-based approach focused on diversification, incorporating independent money managers and data aggregation technology, and offers ERISA 3(38) fiduciary services and a wrap fee program.
Paul F
Series 63, Series 65
Memphis, TN
Revolution Partners, LLC
Paul Fowler is a financial advisor with Revolution Partners, LLC in Memphis, TN, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked at Revolution Partners since 2013, following prior roles at Raymond James & Associates and Morgan Keegan & Company, LLC. Revolution Partners provides financial planning, investment management, and retirement plan consulting to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a goals-based, diversification-oriented approach and incorporates technology to aggregate held-away accounts, offering both discretionary and non-discretionary portfolio management.
Hayden W
Series 65
Memphis, TN
Revolution Partners, LLC
Hayden Wilson is a financial advisor at Revolution Partners, LLC with a Series 65 credential and experience beginning in 2024. Prior to joining Revolution Partners, he worked at Ramsey Solutions and held positions in other industries including retail and coffee. Revolution Partners serves a diverse client base including individuals, pension and profit-sharing plans, trusts, and charitable organizations. The firm employs a goals-based, diversification-focused investment approach and integrates held-away assets through data aggregation to provide a consolidated portfolio view.
Lauren D
Series 65, Series 66
Memphis, TN
Revolution Partners, LLC
Lauren Douglas Carpenter is a financial advisor at Revolution Partners, LLC with 10 years of industry experience. She holds Series 65 and Series 66 designations and has worked previously at Cannon Financial Institute, Raymond James & Associates, and Morgan Keegan & Company, LLC. Carpenter has been with Revolution Partners since 2018. Revolution Partners provides financial planning, investment management, and retirement plan consulting to individuals, trusts, charitable organizations, and business entities. The firm manages approximately $115 million in regulatory assets and employs a goals-based, diversification-oriented approach that includes independent managers, mutual funds, ETFs, and individual securities, supported by ongoing monitoring and periodic reviews.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)