# Robert Lloyd

> Robert Lloyd is a fee-only financial advisor at Revolution Partners in Memphis, Tennessee. Robert focuses on estate & legacy planning, tax planning and retirement planning. Revolution Partners reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/robert-lloyd/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Revolution Partners
- **Based in:** Memphis, Tennessee
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $115.1M across 624 accounts
- **Specialties:** Estate & legacy planning, Tax planning, Retirement planning
- **CRD:** 2291892 (https://adviserinfo.sec.gov/individual/summary/2291892)
- **SEC registration:** Investment adviser representative in KY, TN
- **Exams passed:** Series 63 (1992), Series 65 (2014)
- **Firm size:** 6 employees
- **Disclosures:** None reported
- **Website:** http://www.revolutionpartners.com

## Frequently asked questions

### Is Robert Lloyd a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Robert holds no broker registration, and Revolution Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Robert charge for financial advice?

Robert's firm, Revolution Partners, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Robert Lloyd based?

Robert Lloyd is based in Memphis, Tennessee.

### What does Robert specialize in?

Robert's specialties include estate & legacy planning, tax planning and retirement planning.

### Is Robert Lloyd registered with the SEC?

Yes. Robert Lloyd is registered as an investment adviser representative in KY and TN (CRD 2291892), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Revolution Partners manage?

Revolution Partners reports $115.1M across 624 accounts in assets under management.

### How do I contact Robert Lloyd?

Through Robert's website, www.revolutionpartners.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2291892): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.revolutionpartners.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.