A complete list of active advisors currently associated with Access Financial Resources Inc.
Warmer can help you find a great advisor at Access Financial Resources Inc. or one who fits your needs even better.
Access Financial Resources, Inc. provides personalized financial planning and ongoing asset management to individuals, pension and profit‑sharing plans, trusts, estates, charitable organizations and small businesses. The firm offers common services for team advisers — comprehensive financial planning, portfolio management for individual and high‑net‑worth clients, and multiple billing arrangements including asset‑based fees, hourly planning, and retainer options. AFR works with clients under tailored investment policy statements and offers both discretionary and non‑discretionary management, generally using a core‑and‑satellite asset allocation with mutual funds, ETFs, equities and other securities; the firm also may place assets in third‑party separately managed accounts and conducts at least annual reviews of client accounts. AFR uses institutional custody and platform services that support trade execution, reporting and research, and its representatives may be either fee‑only or fee‑based (some are licensed to sell insurance and may receive commissions on insurance product sales). Compared with many peers, AFR discloses several institutional affiliations and regulatory matters: the firm wholly owns a third‑party retirement plan administrator that it may recommend for plan design and administration (including a disclosed per‑asset review fee), and it discloses an affiliation with an independent licensed attorney who provides legal services for separate fees. The brochure also details a prior regulatory disclosure concerning a supervised person — including a state suspension, heightened supervision and FINRA sanctions related to improper handling of transfer forms — which the firm reports for client review.
To learn more about the advisors currently working at Access Financial Resources 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.
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