Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

user avatar

Matthew K

Series 63

Carmel, CA

No-Load Asset Management

Matthew King is a financial advisor at No-Load Asset Management with 25 years of industry experience. He has operated his firm since 1995 and holds a Series 63 designation. No-Load Asset Management provides personalized financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a proprietary Passive Momentum Asset Allocation framework that uses passively managed index funds and ETFs, with a focus on global diversification and discretionary account management.

College savings (529s, UTMA, etc.) General retirement planning Cash flow / budgeting Wealth management
user avatar

Delaney K

Series 65

Carmel, CA

No-Load Asset Management

Delaney King is a financial advisor at No-Load Asset Management with a Series 65 credential and one year of industry experience. Prior to joining the firm, King held roles in various public sector and academic organizations, including the North Carolina Department of Environmental Quality and the North Carolina Association of County Commissioners. No-Load Asset Management provides personalized financial planning and investment management services to individuals, retirement plans, trusts, charitable organizations, and small businesses. The firm employs a proprietary Passive Momentum Asset Allocation framework that uses passive index funds and ETFs with global diversification, managing accounts primarily on a discretionary basis.

College savings (529s, UTMA, etc.) General retirement planning Cash flow / budgeting Wealth management
Warmer team member

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.

Find your advisor

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 referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")