A complete list of active advisors currently associated with 3D Advisor Group, Inc.

Warmer can help you find a great advisor at 3D Advisor Group, Inc. or one who fits your needs even better.

3D Advisor Group offers discretionary wealth management, investment management, financial planning and retirement-plan advisory services to individuals, charitable organizations, businesses and retirement plans. The firm reports managing $194,318,000 on a discretionary basis for about 102 clients and operates as an SEC‑registered investment adviser. The firm’s investment approach emphasizes fundamental analysis and a generally long‑term orientation, using low‑cost, diversified mutual funds and ETFs while retaining legacy positions when appropriate for tax or fit reasons. 3D Advisor Group constructs asset allocations and implements portfolios on a discretionary basis and notes a material change that it no longer offers non‑discretionary investment management services. Noteworthy features include a small, two‑person advisory team overseeing a relatively large asset base and a modest client count, which implies higher assets per client than many peers. The firm also provides ERISA 3(38) retirement plan advisory services and participates on the Schwab Advisor Services institutional platform while operating as a fee‑only adviser that does not accept custody of client assets other than authorized fee deduction.

To learn more about the advisors currently working at 3D Advisor Group, Inc., 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.