Revel Wealth Partners fees and pricing
Financial planner in Phoenix, Arizona. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated August 13, 2026, Revel Wealth Partners charges $500 an hour and a flat or project fee of $2,000-$10,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed August 13, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $500/hr
“Although charged as a fixed fee, the annual fee 8 is determined prior to the engagement and is generally calculated based on an hourly rate of $500 per hour multiplied by the estimated number of hours required to service the client’s needs throughout the year.”
- Flat or project fee
- $2,000-$10,000
“Fixed fee rates range from $2,000 to $10,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Revel Wealth Partners bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are negotiable and some fees may vary by Client for similar services.”
- “The fee is based on a percentage of assets under management and is negotiable.”
- “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
How Revel Wealth Partners’ fees compare
- Its hourly rate of $500 is above the Arizona median of $275. 88% of the 195 other Arizona planners that publish an hourly rate charge less.
- 37 of the 42 other planners in Phoenix that publish an hourly rate charge less.
- Its flat or project fee of $2,000-$10,000 spans the Arizona median of $3,100. 75% of the 164 other Arizona planners that publish a flat or project fee charge less.
- 23 of the 30 other planners in Phoenix that publish a flat or project fee charge less.
About Revel Wealth Partners
- Firm size: 2 employees.
- Credentials named in the brochure: CFA.
- Registered as an adviser: 2026.
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- Business owners
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1% a year
- Employees
- 2
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 342660
- Phone
- (480) 944-3816
Can advise clients in 2 states: Arizona, California
Other planners in Phoenix that publish fees
- Ability FirstPhoenix$12,000/yr
- Alpha FiduciaryPhoenix$350/hr
- Arcadia Wealth LLCPhoenix$350-$750/hr, $5,000-$25,000
- Arcwood Financial, LLCPhoenix$1,000
- B&e Financial ServicesPhoenix$500/hr, $2,000-$20,000/yr
- Bledsoe Asset Management, LLCPhoenix$250/hr
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.