Revisionist Wealth Advisors, LLC

Assets Under Management

$12.8M

Number of Clients

26

Number of Advisors

1

Average Client AUM

$493K

AUM per Advisor

$12.8M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

Revisionist Wealth Advisors offers one-time financial planning, financial consulting, and ongoing bundled financial planning & investment management services. Investment management is provided through sub-advisers. They monitor the sub-advisers to ensure adherence to the client's investment style.

Fee Structure

Minimum Investment:None
Financial Planning:Included in AUM fee
Areas of Practice
Financial Planning & CoachingInvestment ManagementRetirement PlanningTax PlanningInsurance PlanningHigh Net WorthBusiness Owners
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Location

107 E Lancaster Ave, Downingtown, PA, 19335

1 Advisors at this firm

Revisionist Wealth Advisors, Llc | TrueAdvisor