Thomas Dale is a registered investment advisor at Releve Financial Group, based in Scottsdale, AZ, with 5 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 321 clients with $260M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Relevé Financial Group's fees for investment management services are deducted from client accounts quarterly in advance, based on the ending account balance of the previous quarter. The custodian directly deducts the fees.
Location
9375 E Shea Blvd, Suite 100, Scottsdale, AZ, 85260
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Releve Financial Group
Previous Registrations
Grove Point Advisors, LLC
Grove Point Investments, LLCBroker
State Registrations1 state
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