Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 65
Experience Industry experience
4 years
Location
Germantown, MD
Poise Investment Advisors
Supported
Total advisors
2Clients per advisor
6 Very LowAvg AUM per client
$108,333 Very LowHNW client ratio
0% Very LowSherif Othman is a financial advisor at Poise Investment Advisors, LLC with four years of industry experience. He holds a Series 65 credential and previously operated SO Financial Consultants from 2018 to 2021. Before his advisory career, he worked at Green Company For Export, Import and Trading Agencies. Poise Investment Advisors is an investment manager that provides discretionary investment management, wealth management, financial planning, consulting, and educational workshops. The firm employs an asset-allocation strategy based on macroeconomic analysis and utilizes tools such as derivatives and tactical timing in portfolio management.
Based on Poise Investment Advisors
Based on Poise Investment Advisors
Flat Quarterly Retainer fee billed quarterly in advance, amount agreed in Client Agreement
$0 - $100,000: Negotiable up to 3% $100,000 - $250,000: 2.5% on first $100,000 (base fee $2,500), 0% on amount over base $250,001 - $500,000: 1.09% to 0.55%, base fee $2,725 plus 0.83% on amount over base $500,001 - $750,000: 0.96% to 0.64%, base fee $4,800 plus 0.66% on amount over base $750,001 - $1,000,000: 0.86% to 0.65%, base fee $6,450 plus 0.49% on amount over base $1,000,001 - $1,500,000: 0.77% to 0.51%, base fee $7,675 plus 0.33% on amount over base $1,500,001 - $2,000,000: 0.63% to 0.46%, base fee $9,325 plus 0.22% on amount over base $2,000,001+: 0.53% or less, base fee $10,425 plus 0.11% on amount over base
Financial Planning and Consulting Services hourly fees ranging from $150 to $300 per hour; initial planning session $200/hour
Performance-based fees negotiated, normally between 5% to 15% of total return; applicable to qualifying clients with $500,000+ AUM or net worth over $1,000,000
Account minimum: $100,000 (may accept smaller portfolios at Firm's discretion, minimum $10,000) Fee-only: Financial Planning hourly fees $150 to $300 per hour; initial session $200/hour; Educational seminars $600 per person per 5-hour day; additional hours $100/hour
Germantown, MD
Germantown MD
Advisors at this office
2
Maryland
4 years of industry experience
Poise Investment Advisors, LLC
2021 - Present • 5 years
Germantown, MD
SO Financial Consultants (Sherif Othman)
2018 - 2021 • 3 years
Maryland, MD
Green Company For Export, Import and Trading Agencies
2015 - 2017 • 2 years
Cairo and Washington D.C.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Verified by Warmer
Series 66, Series 7
North Bethesda, MD
Independent Financial Group, LLC
Ben Arie is a Series 66-licensed financial advisor with Independent Financial Group, LLC, based in North Bethesda, MD. He has four years of industry experience and previously worked at Plotkin Financial Advisors and APEX Home Loans. Outside of advising, he is involved in selling life insurance and annuities. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers a variety of advisory programs through its AccessPoint platform and third-party asset managers, providing both discretionary and non-discretionary portfolio management.
Verified by Warmer
Series 66, Series 7, TPCP®
North Bethesda, MD
LPL Enterprise
Simeon’s role is to help clients create a coordinated financial strategy that aligns their investments, taxes, retirement income, and long-term goals into one cohesive plan. A big part of his approach is helping clients simplify complexity and make confident decisions during periods of uncertainty.
CFP®
Silver Spring, MD
Tender Wealth
Jessica Horner is a CFP® professional at Tender Wealth with experience that includes roles at Chevy Chase Trust and JMH Financial LLC. She also runs an after-school program combining ultimate-frisbee instruction with basic financial literacy lessons. Tender Wealth provides financial planning and consulting services to individuals and high-net-worth clients, offering educational seminars and workshops on financial literacy, budgeting, and retirement planning. The firm focuses on comprehensive planning and supports clients in implementing recommendations through custodians or brokers of their choice.
CFP®, Series 63
Chevy Chase, MD
Green View Advisors LLC
Christopher Rhim is a CFP® with 25 years of experience in the financial services industry. He is the principal of Green View Advisors LLC, where he has worked since 2008. The firm provides discretionary asset management, ongoing financial planning, and specialized divorce financial analysis for individual and trust clients. Green View Advisors manages approximately $25.2 million for a small roster of clients, using active management across multiple asset classes tailored through model portfolios and client risk assessments. The firm offers a formal divorce financial analysis service and focuses on individualized client service through a deliberately small client base.
Series 66
Gaithersburg, MD
Enroute Wealth Management, LLC
Edward Neveleff is a financial advisor at Enroute Wealth Management, LLC with 14 years of industry experience. He holds the Series 66 designation and has worked at CUNA Brokerage Services, Inc. and NRL Federal Credit Union prior to joining Enroute Wealth Management in 2019. Outside of his advisory role, he operates Senior Insurance Services, providing long-term care insurance servicing. Enroute Wealth Management offers portfolio management and financial planning primarily to individual and high-net-worth clients. The firm focuses on mutual funds, ETFs, annuities, and Treasury Inflation-Protected Securities, applying fundamental analysis and modern portfolio theory through a non-discretionary, long-term investment approach.
Series 65
Rockville, MD
H. Elliot Associates
Harold Hodges is a financial advisor with H. Elliot Associates holding a Series 65 designation. He has experience with the Maryland Lottery & Gaming Commission and the U.S. Department of State. H. Elliot Associates offers integrated asset management, financial planning, retirement and federal pension consulting, as well as tax preparation and representation services to individuals, federal employees, small business owners, and high-net-worth families. The firm specializes in federal retirement systems and provides IRS appellate advocacy and tax controversy representation alongside educational seminars on retirement, tax strategy, and estate planning.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)