Disclosure
This downloadable brochure provides information about the qualifications and business practices of Relevé Financial Group, LLC.
Since the firm’s last Form ADV updating amendment filing in July 2025, the following material change has
Occurred:
Item 14 (Client Referrals and Other Compensation): The Firm added disclosure regarding a program
under which it may pay the cost of certain clients’ tax-preparation services for qualifying clients,
including related conflicts of interest and limitations of the program.
You can find the updated forms and terms here: ADV 2A | ADV 2B
If you have any questions about the contents of this brochure, please contact Kimberly Bannwarth at 612-801-0556 or [email protected].
The information in this brochure has not been approved or verified by the United States Securities and Exchange Commission or by any state securities authority. Additional information about Relevé Financial Group, LLC, is available on the internet at www.adviserinfo.sec.gov. Our firm CRD number is 285243.
Disclosure
This downloadable brochure provides information about the qualifications and business practices of Relevé Financial Group, LLC.
Since the firm’s last Form ADV annual updating amendment filing in March 2025, the following material change has occurred:
Principal office address has changed to the following address:
9375 E. Shea Blvd Suite 100
Scottsdale, AZ 85260
Our telephone number and email address remain the
same, and our client mailing address continues to be:
724 Bielenberg Dr. #2
Woodbury MN 55125
You can find the updated forms and terms here: ADV 2A | ADV 2B
If you have any questions about the contents of this brochure, please contact Kimberly Bannwarth at 612-801-0556 or [email protected].