Will Revels
PieCapital · Raleigh, North Carolina
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.
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Specialties
Who they serve
- Founders
- Executives
- Retirees
- Pre-retirees
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 | $69.0M across 88 accounts |
| Credentials | CEPA · CFA · CFP · MBA |
| SEC registration | Investment adviser representative in LA, NC, TX · CRD 6112647 |
| Exams passed | Series 66 (2012) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | piecapital.com |
How Will's firm compares
- PieCapital's average account is about $784,000, from its Form ADV (assets managed divided by 88 accounts).
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Questions about Will
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- PieCapital website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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