A complete list of active advisors currently associated with 10/28 Wealth Management LLC

Warmer can help you find a great advisor at 10/28 Wealth Management LLC or one who fits your needs even better.

10/28 Wealth Management LLC provides investment management and comprehensive financial planning services to individual and high‑net‑worth clients, offering both ongoing and project‑based planning engagements as well as discretionary portfolio management. The firm is fee‑only and provides advice on asset allocation, retirement and estate planning, business planning, tax strategies, insurance reviews, and may refer clients to unaffiliated third‑party professionals. The firm constructs client‑specific investment policies and implements a mix of passive and active strategies, including Modern Portfolio Theory‑based asset allocation, mutual funds, ETFs, and selectively recommended outside managers. It also uses model portfolios available through Altruist’s Model Marketplace and Schwab’s Model Market Center, offers socially responsible investing options, and provides ongoing clients access to a secure financial planning portal that aggregates account data and supports quarterly reviews. Noteworthy for a newly registered, very small independent advisory firm, 10/28 WM reports no assets under management or clients as of July 13, 2026 and does not operate as a traditional solo practitioner, yet it nonetheless participates in institutional model marketplaces and integrates outside manager solutions. The firm discloses it is strictly fee‑only, does not accept commission‑based compensation, and relies on custodial platforms (Altruist and Schwab) that provide third‑party tools and services which may influence platform recommendations.

To learn more about the advisors currently working at 10/28 Wealth Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Francis Edsall III	Oceanside, CA	25

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