Annual Notice
Each year, Relevé Financial Group, LLC is required to file the Form ADV (also known as the Firm Brochure) with the Securities and Exchange Commission ("SEC"). This document is updated no less than annually to reflect any material changes to our business and services. The Brochure provides information about our firm, including a description of our programs, fees, conflicts of interest, and other business activities.
Since our last annual updating amendment filing in July 2025, the following material change has occurred:
Item 14 (Client Referrals and Other Compensation): The Firm added a 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.
As required with each annual filing, we are offering you a copy of this updated Brochure.
Please let us know if you wish to receive a copy.
We are also required to provide you with a copy of our Privacy Notice. Please be advised that we do not disclose client information to any third parties except as set forth in this policy or as expressly authorized by you. No material changes have been made to our Privacy Policy since our last client notice.
Please notify us promptly of any material changes to your financial situation or investment objectives, or if you wish to place restrictions on your investments. Additionally, please contact us if you are not receiving at least quarterly statements directly from your account custodian.
Additional information about Relevé Financial Group and our investment advisors is available at www.adviserinfo.sec.gov.
Feel free to reach out if I can answer any questions you may have.
Kimberly Bannwarth | MANAGING DIRECTOR, PRIVATE WEALTH ADVISOR, CRPC®, CSCP