Jon Nettles
Jon Nettles is a CFP-designated registered investment advisor at Revo Financial, LLC, based in Bartlesville, OK, with 24 years of industry experience. Jon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 166 clients with $140M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.10% |
Revo Financial's fee generally ranges up to 1.10%. If a third-party investment adviser is used, the combined fee will not exceed 1.71% on an annual basis. Revo Financial also offers proprietary strategies subject to a fixed fee of 0.45%. Fees are negotiable.
Fee Estimator
Location
117 W. 5th Street, #402, Bartlesville, OK, 74003
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jon is an independent insurance agent, evaluating life insurance needs and products for clients since 2005. This activity requires minimal time.
Employment History
Current Registrations
Revo Financial, LLC
Previous Registrations
Onyx Wealth Advisors, INC.
Securities America Advisors, INC.
Fg Wealth Management
Brecek & Young Advisors, INC.
AXA Advisors, LLC
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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