# Stefan Revelo

> Stefan Revelo is a fee-only financial advisor at Curio Wealth in Hallandale Beach, Florida, who holds the CFP credential. Curio Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/stefan-revelo/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Curio Wealth
- **Based in:** Hallandale Beach, Florida
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $460.7M across 356 accounts
- **Credentials:** CFP
- **CRD:** 8015714 (https://adviserinfo.sec.gov/individual/summary/8015714)
- **SEC registration:** Investment adviser representative in FL
- **Firm size:** 13 employees
- **Disclosures:** None reported
- **Website:** https://curiowealth.com/

## Frequently asked questions

### Is Stefan Revelo a fee-only financial advisor?

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

### How does Stefan charge for financial advice?

Stefan's firm, Curio Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Stefan Revelo based?

Stefan Revelo is based in Hallandale Beach, Florida.

### What credentials does Stefan Revelo hold?

Stefan Revelo holds the CFP credential.

### Is Stefan Revelo registered with the SEC?

Yes. Stefan Revelo is registered as an investment adviser representative in FL (CRD 8015714), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Curio Wealth manage?

Curio Wealth reports $460.7M across 356 accounts in assets under management.

### How do I contact Stefan Revelo?

Through Stefan's website, curiowealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/8015714): 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

---

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