Stefan Revelo
Curio Wealth · Hallandale Beach, Florida
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.
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Facts
| Firm | Curio Wealth |
|---|---|
| Based in | Hallandale Beach, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $460.7M across 356 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL · CRD 8015714 |
| Firm size | 13 employees |
| Disclosures | None reported |
| Website | curiowealth.com |
How Stefan's firm compares
- Curio Wealth's average account is about $1.3 million, from its Form ADV (assets managed divided by 356 accounts).
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Questions about Stefan
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Florida
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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