Firm
Revel Wealth Management
Elmwood Park, New Jersey
Fee-only
Revel Wealth Management at a glance
- One of 217 fee-only firms based in New Jersey in the Wellspent graph.
- 2 advisors are listed here.
- Its Form ADV reports 2 employees and 49 individual clients, 4 of them high net worth.
- Its average account is about $2.5 million (assets it manages divided by its 102 accounts).
Fee-only advisors in New Jersey · What fee-only advisors charge in New Jersey
Facts
| Based in | Elmwood Park, New Jersey |
|---|---|
| Website | revelwm.com |
| Phone | (316) 518-3615 |
Revel Wealth Management fees
Revel Wealth Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: percentage of assets. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $259 million |
| Individual clients | 45 |
| High-net-worth clients | 4 |
| Accounts managed | 102 |
| Employees | 2 |
| Planning clients | 0 |
| Registered with | The SEC (801-135462) |
| Financial planning | Offered |
| Form ADV filed | July 23, 2026 |
| SEC record | CRD 340306 |
Advisors at this firm (2)
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