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Advisor

George Reveley

Alpha Omega Wealth Management · Richmond, Virginia

George Reveley is a fee-only financial advisor at Alpha Omega Wealth Management in Richmond, Virginia, who holds the CFP credential. Alpha Omega Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Percentage of assetsHourlyFixed fees Fee-only CFP

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Facts

FirmAlpha Omega Wealth Management
Based in Richmond, Virginia
Fee model (firm's Form ADV)Percentage of assets · Hourly · Fixed fees
Assets under management$1.02B across 1,310 accounts
CredentialsCFP
SEC registration Investment adviser representative in TX, VA · CRD 2772773
Exams passedSeries 66 (2011)
Firm size9 employees
Disclosures None reported
Websitewww.aowealth.com

How George's firm compares

  • Alpha Omega Wealth Management's average account is about $782,000, from its Form ADV (assets managed divided by 1,310 accounts).

What fee-only advisors charge in Virginia

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Questions about George

Is George Reveley a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: George holds no broker registration, and Alpha Omega Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

How does George charge for financial advice?

George's firm, Alpha Omega Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

Where is George Reveley based?

George Reveley is based in Richmond, Virginia.

What credentials does George Reveley hold?

George Reveley holds the CFP credential.

Is George Reveley registered with the SEC?

Yes. George Reveley is registered as an investment adviser representative in TX and VA (CRD 2772773), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

How much does Alpha Omega Wealth Management manage?

Alpha Omega Wealth Management reports $1.02B across 1,310 accounts in assets under management.

How do I contact George Reveley?

Through George's website, www.aowealth.com.

What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms

Where this information comes from

  • SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
  • SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
  • Directory listing last checked October 30, 2026.

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