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 offers investment management services through its wrap fee program, but the brochure does not disclose specific percentage-based fee schedules or tiers for investment management. Clients should contact the firm directly for fee details.
Location
Scottsdale, AZ
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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
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.
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