A complete list of active advisors currently associated with Adelmann Financial, Inc.
Warmer can help you find a great advisor at Adelmann Financial, Inc. or one who fits your needs even better.
Adelmann Financial, Inc. provides discretionary and non-discretionary investment supervisory services and ongoing financial planning to individuals, trusts, conservatorships and employer-sponsored retirement plans, acting in some cases as an ERISA 3(21) investment advisor. The firm manages about $106 million for roughly 126 clients and is run by two advisors who hold CFP certification. Portfolios are implemented primarily with exchange-traded funds and no-load or load-waived mutual funds, using a mix of passive and selectively chosen active managers within a Modern Portfolio Theory framework, with regular rebalancing and global diversification. The firm also places explicit emphasis on investor behavior — using scenario-based reviews and frequent progress meetings (typically two to four times per year) to prepare clients for market volatility. Compared with many peers, Adelmann does not aggregate trades across client accounts and provides financial planning at no additional charge to managed-account clients while offering separate flat-rate or ongoing planning options to others. The firm routinely recommends a single custodian platform for execution and receives research and platform services from that custodian, and it maintains personal-trading policies that restrict employee trading in securities the firm is actively buying or selling for clients.
To learn more about the advisors currently working at Adelmann Financial, 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.
Name |
Location |
Years of experience |
|---|---|---|
Colorado Springs, CO
| 27
| |
Colorado Springs, CO
| 0
|
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