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 changes have occurred.
– Removed the section on custodied accounts at Betterment. (Item 5 & 12)
– Updated the DawnDahlby.com LIVE WELLthy™ online platform subscription monthly fee is either monthly or annual, but not lifetime. (Item 5)
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 kimberly@relevefinancialgroup.com.
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.