Lucas Nettles
Lucas Nettles is a CFP-designated registered investment advisor at Revo Financial, LLC, based in Bartlesville, OK, with 7 years of industry experience. Lucas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. 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
Revo Financial's fee for portfolio management services is based on a percentage of your investment assets. The advisory fee and any third-party investment advisor's fee combined will not exceed 1.71% annually. Fees are charged monthly, based on the average daily balance of your portfolio. The advisory fee is negotiable depending on individual client circumstances.
Location
117 W 5th Street, Suite 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
Lucas is an independent insurance agent since 2019, focusing on risk management for financial planning, dedicating a few hours per week. He is also a contract financial planner for Carrington Advisors since 2021, spending a few hours per week.
Employment History
Current Registrations
Revo Financial, 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.