Adam Advisory

Adam Advisory is a fee‑only registered investment adviser that offers ongoing wealth management (branded as the "Let's Build This Together" service) and standalone portfolio management for individuals and high‑net‑worth clients. The firm provides financial planning at no additional fee if elected, and like many independent advisers it charges percentage‑of‑assets fees and advises on stocks, bonds, mutual funds, ETFs, and cash equivalents.

The firm’s investment process emphasizes asset allocation and modern portfolio theory and uses a mix of passive and active vehicles, supported by fundamental, technical, and charting analysis when selecting funds and securities. Accounts are typically managed on a discretionary basis with quarterly reviews, allowance for reasonable client‑imposed restrictions, and custody established at specific custodians (Schwab or Altruist); the firm does not aggregate trades or participate in wrap programs.

Adam Advisory is in an early stage of operation — formed in 2026 and reporting zero assets under management and no clients as of the brochure date — and does not follow the more common solo‑practitioner model among peers. The firm’s principal also maintains substantial outside corporate employment that occupies roughly 75% of trading hours, and planning fees are billed through a third‑party processor and quarterly installments, features that distinguish it from many similar independent firms.