Releve Financial Group fees and pricing
Financial planner in Scottsdale, Arizona. Registered with the SEC.
According to its Form ADV Part 2A brochure dated February 4, 2026, Releve Financial Group charges an annual fee of $7,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 4, 2026. Fees can change, so confirm with the firm before you hire them.
- Annual fee
- $7,500/yr
“Fees may vary but will not exceed $7,500 per year.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Releve Financial Group bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees for Investment Management Services will be deducted automatically from client accounts on a quarterly basis in advance.”
How Releve Financial Group’s fees compare
- Its annual fee of $7,500 is below the Arizona median of $10,000. 40% of the 43 other Arizona planners that publish an annual fee charge less.
- 5 of the 14 other planners in Scottsdale that publish an annual fee charge less.
About Releve Financial Group
- Firm size: 7 employees.
- Registered as an adviser: 2016 (10 years).
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Clients
- 321
- Employees
- 7
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Assets managed
- $255,563,347
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 285243
- Phone
- (612) 801-5440
Can advise clients in 7 states: Arizona, California, Florida, Minnesota, New Jersey, Texas, Wisconsin
Other planners in Scottsdale that publish fees
- 212 Wealth ManagementScottsdale$250/hr
- 3Roots Wealth Partners LLCScottsdale$400/hr, $5,000-$20,000
- 49TH Parallel Wealth ManagementScottsdale$399/hr, $1,500
- Able Financial Group, LLCScottsdale$600/hr, $35,000
- Aim CapitalScottsdale$300/hr
- Akkadian Wealth LLCScottsdale$500/hr, $1,000-$5,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.