# Will Revels

> Will Revels is a fee-only financial advisor at PieCapital in Raleigh, North Carolina, who holds the CEPA, CFA and CFP credentials. Will charges a percentage of assets and a one-time planning fee (a $3,000,000 asset minimum) and focuses on founders (pre-exit), retirement planning and equity compensation.

Page: https://find.wellspent.co/advisors/will-revels/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** PieCapital
- **Based in:** Raleigh, North Carolina
- **Fee model:** Percentage of assets; One-time planning fee
- **Fees (firm's website):** a $3,000,000 asset minimum
- **Assets under management (firm):** $69.0M across 88 accounts
- **Credentials:** CEPA, CFA, CFP, MBA
- **Specialties:** Founders (pre-exit), Retirement planning, Equity compensation, Estate & legacy planning, Tax planning
- **Works with:** Founders, Executives, Retirees, Pre-retirees
- **CRD:** 6112647 (https://adviserinfo.sec.gov/individual/summary/6112647)
- **SEC registration:** Investment adviser representative in LA, NC, TX
- **Exams passed:** Series 66 (2012)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** https://piecapital.com

## Frequently asked questions

### Is Will Revels a fee-only financial advisor?

Yes. Will Revels is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Will's firm.

### How does Will charge for financial advice?

Will charges a percentage of assets and a one-time planning fee.

### How much does Will charge?

According to PieCapital's website, checked October 28, 2026: a $3,000,000 asset minimum.

### Where is Will Revels based?

Will Revels is based in Raleigh, North Carolina.

### What does Will specialize in?

Will's specialties include founders (pre-exit), retirement planning, equity compensation, estate & legacy planning and tax planning. Will works with founders, executives, retirees and pre-retirees.

### What credentials does Will Revels hold?

Will Revels holds the CEPA, CFA, CFP and MBA credentials.

### Is Will Revels registered with the SEC?

Yes. Will Revels is registered as an investment adviser representative in LA, NC and TX (CRD 6112647), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does PieCapital manage?

PieCapital reports $69.0M across 88 accounts in assets under management.

### How do I contact Will Revels?

Through Will's website, piecapital.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/55794): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://piecapital.com/): specialties, clients served, and fees, checked October 28, 2026

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