Advanced Wealth Advice
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Advanced Wealth Advice is a newly registered, fee-only sole proprietorship that offers discretionary investment management and limited one‑time financial planning engagements. The firm develops individualized investment policies and manages portfolios using stocks, bonds, mutual funds, ETFs, U.S. government and municipal securities, and may provide trading authority to implement those plans.
Investment approach is grounded in Modern Portfolio Theory and proprietary asset‑allocation models that combine passive and active funds to match client goals, risk tolerance and time horizon. The firm recommends Charles Schwab for custody, conducts quarterly account reviews, and bills investment management fees in advance with custodial fee deduction procedures described in the brochure.
Noteworthy details in the filing include that this is an initial filing reporting no assets under management and no clients at the time of the brochure, and the firm imposes no account minimums for clients. The brochure also discloses that the principal is a licensed life and health insurance agent and may, in a separate capacity, recommend insurance or annuity products—an identified potential conflict of interest that the firm says it will disclose when applicable.
Client services
Expertise
Fee options
$0 - $250,000: 1.50% $250,001 - $500,000: 1.25% $500,001 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.80% $3,000,001 - $8,000,000: 0.70% $8,000,001 - $13,000,000: 0.60% $13,000,001+: 0.50%
Fee-only: Fixed fees ranging from $1,000 to $10,000 for financial planning services
Main office
354 Oxbow Dr
Monument CO 80132
Advisors at this office
1
Most active in
Colorado
Also doing business as
Advanced Wealth Advice · Bristol, Ronald George
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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”)