A complete list of active advisors currently associated with Advanced Financial Solutions, Inc.
Warmer can help you find a great advisor at Advanced Financial Solutions, Inc. or one who fits your needs even better.
Advanced Financial Solutions, Inc. is a small registered investment adviser that works with individual clients (including high-net-worth individuals), trusts, retirement plans, and business entities. The firm offers fee-based comprehensive financial planning (ongoing retainer and limited hourly engagements) and discretionary investment management or supervisory services using mutual funds, ETFs and retirement sub-accounts. Investment management centers on a proprietary, rule‑based S.T.A.Y.™ framework that blends strategic (passive) and tactical (active) allocation, uses low-cost index funds and ETFs, and seeks to reduce equity exposure into bonds and cash when its mathematical signals indicate elevated market risk. Portfolios are managed under written suitability documentation, reviewed at least quarterly, and the firm operates with limited discretionary authority for no‑load and NAV‑priced funds while other securities are traded only at client direction. The firm’s distinguishing features include an in‑house algorithmic strategy developed by its founder with a mathematical background and characterized as a low‑frequency, mechanical system (few buy/sell signals over long periods). Other notable practices disclosed in the brochure are a client satisfaction/refund policy for planning engagements, a tendency to allocate substantial advisor time to planning matters outside securities, use of a firm‑contracted custodian for discretionary accounts, and potential conflicts from principals’ separate broker/dealer or insurance activities despite principally fee‑based revenues.
To learn more about the advisors currently working at Advanced Financial Solutions, 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 |
|---|---|---|
Boise, ID
| 7
| |
Boise, ID
| 32
|
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)