A complete list of active advisors currently associated with 21:5 Advisors, LLC

Warmer can help you find a great advisor at 21:5 Advisors, LLC or one who fits your needs even better.

21:5 Advisors serves high-net-worth individuals, charitable organizations, and businesses, providing fee-only investment management and financial planning along with estate planning services facilitated through third-party technology platforms. The firm operates as a single-advisor registered investment adviser managing roughly $36.2 million across 56 client relationships and generally requires a $1,000,000 minimum account size, which aligns with its stated lack of non‑high‑net‑worth individual clients. The firm’s investment process combines modern portfolio theory with a mix of passive and active strategies, deploying discretionary asset allocation targets and periodic portfolio reviews while documenting strategy and goals in a written Financial Road Map®. Financial planning emphasizes operational organization and cyber/security practices, cash‑flow and tax screening, and may include commission‑free fee‑based annuities implemented via a third‑party platform and a limited, disclosed allocation to digital assets (typically capped at 3%). Noteworthy aspects relative to peers include the explicit integration of tech-enabled estate planning (via EncorEstate and Wealth) and a formal focus on financial cyber-security and information organization within the planning engagement. As a solo, fee-only adviser that generally excludes lower-net-worth retail clients, the firm pairs a small-scale, hands-on planning workflow with access to commission-free annuity implementation through DPL, creating a service mix that differs from many similarly sized independent advisers.

To learn more about the advisors currently working at 21:5 Advisors, 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.