Robert Lloyd
Revolution Partners · Memphis, Tennessee
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.
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Specialties
Facts
| Firm | Revolution Partners |
|---|---|
| Based in | Memphis, Tennessee |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $115.1M across 624 accounts |
| SEC registration | Investment adviser representative in KY, TN · CRD 2291892 |
| Exams passed | Series 63 (1992) · Series 65 (2014) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.revolutionpartners.com |
How Robert's firm compares
- Revolution Partners's average account is about $184,000, from its Form ADV (assets managed divided by 624 accounts).
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Questions about Robert
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.
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
- Revolution Partners website : specialties, clients served, and fees, checked October 30, 2026
- 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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