Reavo for Advisors
Sample data · illustrative preview
AR

Book overview

Adrian Reyes, CFP® · Solo tier · everything below is sample data.

Households
38
Assets in view
$52.4M
Avg. fitness score
74
Needs action
6
Needs action
Delgado household
Retirement goal off-track — projected 62% of target
Marcus Chen
$84k cash drag — sitting idle 5+ months
Okafor household
Fitness score dropped 71 → 63 this quarter
New match · equity-comp windfall
Consented snapshot ready
Book health
On track 61%
Needs attention 28%
At risk 11%
3 new matched prospects this week · 12 advisories sent · 2 reviews received

Clients

Your book of business — sample data.

Household Stage Fitness Assets in view Last contact Flags
Delgado household Legacy 63 $3.1M 6 days ago Retirement gap
Marcus Chen Growth 78 $640k 2 days ago Cash drag
Okafor household Growth 63↓ $1.2M 3 wks ago Score dropping
Rivera household Legacy 88 $8.4M yesterday —
J. Whitfield (mil. transition) Stability→Growth 71 $180k 4 days ago Separation TSP

Sample data — 5 of 38 shown.

Delgado household

Legacy stage · consent granted (revocable) · sample data.

Net worth (in view)
$3.14M
▲ $22,400 this quarter
Financial Fitness
63
retirement goal off-track
Retirement goal
62%
Held-away accounts (consented, read-only)
401(k) · employer $1.42M
Brokerage $980k
Cash & sinking funds $310k
Real estate (est.) $430k
Notes & tasks
Review 401(k) glide path
Model catch-up contributions before year-end
Discuss 529 for grandchildren (Legacy goal)

Data shown only with the client's active consent. They can revoke anytime.

Flight Crew — this household
gap coverage · right-sized to their means
Retirement drawdown · you (lead) In progress
Tax planning · CPA on crew Coordinated
Estate & legacy Recommended
Cash flow & budgeting Self-served ✓

You're the lead on this household's crew. Reavo right-sizes to their means and won't over-assign advisors — coordinate with other crew members without stepping on each other.

Advisories

Push portfolio decisions, warnings, and notes to clients' phones. Typed, disclosed, logged. Sample data.

Compose advisory
Marcus Chen
Informational Action-required Alert
You have ~$84k sitting in cash. Let's put an emergency floor aside and move the rest toward your 2028 goal. Book 20 min?
Disclosure auto-attached · logged to compliance
Recent advisories
Rivera household
Rebalance completed · Informational
Acknowledged
Okafor household
"Let's talk — score dropped" · Action-required
Delivered
J. Whitfield
TSP rollover options · Informational
Read

Messages

Encrypted · shown inside the client's Reavo app · retained for compliance. Sample data.

Marcus Chen 🔒 encrypted
Hey — saw the cash balance note. What do you suggest?
Let's keep 6 months as your floor and put the rest to work. I'll send a short advisory with the exact split.
Perfect. Thanks!
Write a message…

Every message is retained to a tamper-evident archive for your compliance requirements.

Matched prospects

Warm, consented introductions — matched on fit, not on what you pay. Sample data.

92% FIT
Equity-comp windfall

Tech employee, RSUs vesting, needs tax-aware diversification. Wants a fee-only fiduciary.

Matched because: your equity comp specialty · fee-only model · virtual OK
88% FIT
Military separation

Active-duty officer separating in 8 months. TSP rollover + first civilian comp plan.

Matched because: your military transition specialty · Reavo active-duty tier
81% FIT
New inheritance

Received a $400k inheritance, unsure how to deploy. Values simple, honest guidance.

Matched because: your windfall planning specialty · plain-language style

Profile & marketing

This is how Reavo users see you. Credentials + fee model shown transparently. Sample data.

Adrian Reyes
Adrian Reyes, CFP®
Fee-only fiduciary · RIA · virtual + Dallas, TX
★★★★★ 4.9 · 27 verified reviews
Equity comp Military transitions Retirement Windfall planning
Ability score (your rank) 94
Verified credentials + domain expertise + complexity handled
Client satisfaction 4.9 ★
Verified reviews + responsiveness + retention

These two earned scores decide your ranking. Nothing you pay can change them — clients see both.

Fee model — shown in plain terms
0.80% of assets under management, or a $3,000/yr flat retainer. No commissions. No product sales.

"I help people who just came into money — or responsibility — make calm, honest decisions. No jargon, no products I'm paid to push."

✓ Reviews are only from clients actually served through Reavo.

Compliance & consent

Consent scopes, disclosures, and a full communication archive. Sample data.

Client consent ledger
Delgado household
Full Cockpit · granted 2026-05-02
Active
Marcus Chen
Accounts + goals only · granted 2026-07-14
Active
Former client · T. Vale
Revoked 2026-06-30 · archive retained
Revoked
Disclosures & attestations
Form ADV on file ✓
Fiduciary attestation ✓
Introduction economics disclosed to users ✓ plain-$
Communication archive (WORM) ✓ export

Reavo positions as the client-engagement layer; retention covers Reavo-originated communications.