A complete list of active advisors currently associated with Advanced Wealth Advice

Warmer can help you find a great advisor at Advanced Wealth Advice or one who fits your needs even better.

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.

To learn more about the advisors currently working at Advanced Wealth Advice, 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
Ronald Bristol	Monument, CO	25

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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.

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