Christopher Revak is a PFS-designated registered investment advisor at Your-Financial-Lifeguard, based in Bradenton, FL, with 12 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Retirement Planning, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Your-Financial-Lifeguard does not directly manage investments. Instead, they connect you with third-party managers like Betterment. You'll pay a combination of Betterment's management fee (0.14%) and Your-Financial-Lifeguard's advisory fee (0.95%) based on the amount managed by the third party. Your-Financial-Lifeguard's advisory fee is negotiable. Fees are withdrawn from your account quarterly by the third-party manager, not Your-Financial-Lifeguard.
Location
Bradenton, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Christopher owns A.Christopher R. Revak LLC, where he does tax preparation and accounting work, dedicating a few hours per week. He also owns Kaizen Solutions LLC, a consulting firm.
Employment History
Current Registrations
Your-Financial-Lifeguard
State Registrations2 states
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