Your-Financial-Lifeguard
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$36,318,997
Clients
45
Advisors
1
of 1 employees
About
The firm provides personalized financial planning and investment advisory services to individuals, high‑net‑worth clients, retirement plans, and business entities. Offerings include modular financial plans, assistance with retirement-account rollovers, and outsourced portfolio management accessed through third‑party managers and a technology platform.
Investment recommendations emphasize asset allocation grounded in Modern Portfolio Theory and are implemented primarily with mutual funds and exchange‑traded funds; discretionary trading authority is typically granted to the selected third‑party manager while the firm reviews reports and consults with clients. Financial planning is delivered on an hourly or fixed‑fee basis and the firm conducts periodic account reviews and ongoing coordination with sub‑advisers and plan recordkeepers.
Noteworthy for a small independent adviser, the firm’s principal is a licensed CPA with the Personal Financial Specialist credential and provides accounting services through an affiliated entity, dedicating a portion of practice time to those services. The combination of an accounting affiliation, retirement‑plan fiduciary work (including plan design and participant education), and use of an automated third‑party management platform — with fee billing handled through that platform — distinguishes the firm from many peers.
Client services
Expertise
Fee options
Fixed fees for financial planning typically range from $1,000 to $2,000 per month and are negotiable.
Hourly fees for financial planning begin at $350 per hour and are negotiable.
Minimum fee: Hourly fees and fixed fees for financial planning are negotiable and begin at $350 per hour. Fixed fees typically range from $1,000 to $2,000 per month. Fee-only: Financial planning services are offered on an hourly or fixed fee basis, starting at $350/hour and $1,000 to $2,000 per month fixed fees.
Main office
Bradenton FL
Advisors at this office
1
Most active in
Florida · Minnesota
Also doing business as
Christopher R. Revak, L.L.C. · Your Financial Lifeguard · Your Financial Lifeguard Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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