Advisor at Revland Wealth Advisors
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Revland Wealth Advisors
Location
Ambler, PA
Credentials
Series 63, Series 66
Industry experience
11 years
Jason Revland is the sole advisor at Revland Wealth Advisors, an independent firm based in Ambler, PA. He holds Series 63 and Series 66 designations and has 11 years of industry experience, including prior roles at Blueprint Capital Management and as an independent consultant. In addition to his advisory work, Mr. Revland provides non-advisory business consulting services. Revland Wealth Advisors offers discretionary investment management and financial planning primarily to high-net-worth individuals, families, trusts, and estates. The firm constructs customized portfolios using individual equities, ETFs, covered options, and alternative investments, combining fundamental and technical analysis within a generally long-term approach while maintaining flexibility for shorter-term trades and hedging.
Based on Revland Wealth Advisors
Fixed fee engagements for financial consulting based on estimated effort and duration
0.50% to 1.50% annually (based on complexity and asset level, fees negotiable)
Up to $500 per hour for financial consulting services
Up to 10% of gains annually for Qualified Clients with at least $1,100,000 managed or $2,200,000 net worth, subject to high-water mark
Account minimum: $1,000,000 (may be reduced at sole discretion of Advisor) Fee-only: Investment advisory fees based on assets under management; financial consulting fees hourly or fixed fee
Ambler, PA
Pennsylvania
Revland Wealth Advisors LLC
2018 - Present (8 years)
Consultant - Jason Revland
2016 - Present (10 years)
Blueprint Capital Management, LLC
2012 - 2016 (4 years)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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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.
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