Revo Financial, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$135,435,068
Total clients
166
20% high-net worth
Total advisors
2
of 3 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
83
Average account size
$815,874
About
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.
Client services
Expertise
Demographic focus
Fee options
Negotiated fixed fee up to $8,000 for financial planning and consulting services.
Commission-based compensation earned by associated insurance agents for selling insurance products, separate from advisory fees.
$350 per hour for consulting services beyond scope of financial planning agreement.
Account minimum: No minimum dollar amount required to open and maintain an advisory account; firm may terminate accounts deemed too small to manage effectively.
Main office location
Revo Financial, LLC
117 W. 5 Th Street, #402
Bartlesville OK 74003, United States
Number of offices
1
Most active in
Oklahoma · Texas
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:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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.
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