Revisionist Wealth Advisors, LLC offers comprehensive financial planning, financial consulting, and investment management services. Founded in October 2018 and based in Downingtown, Pennsylvania, the registered investment advisor helps clients navigate retirement planning, cash flow analysis, tax strategies, insurance reviews, and college savings. For investment management, Revisionist Wealth Advisors partners with third-party platform Betterment, LLC to build and oversee diversified portfolios of exchange-traded funds and mutual funds. Clients can choose standalone investment management, standalone financial planning, or a bundled service combining ongoing financial planning and portfolio oversight.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Maximum annual management fee for investment management only services is 1.00%, and is negotiable. Alternatively, clients can choose a flat annual fee of up to $10,000 for bundled investment management and planning.