A complete list of active advisors currently associated with Advantage Wealth Partners

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

Advantage Wealth Partners offers wealth management and financial planning to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, managing about $675 million for roughly 570 clients with a four-advisor team. The firm provides discretionary portfolio management—primarily using ETFs and mutual funds, with occasional individual securities, bonds, structured notes, and alternative investments—and also advises on retirement distributions and lending programs such as the Goldman Sachs Private Bank Select program. The firm’s investment approach emphasizes long-term, strategic asset allocation informed by fundamental, technical, and cyclical analysis, with value-investing and periodic rebalancing as core elements; portfolios are constructed to reflect client objectives and risk tolerances and may be reallocated for tax or risk reasons. AWP implements these strategies through a turnkey arrangement with AE Wealth Management (which supplies sub-advisor, technology and back-office services) and generally charges percentage-of-AUM fees that can be structured to include trading, custody and administrative “Covered Costs.” AWP’s disclosures identify several arrangements that differentiate it from many peers: it sponsors a wrap-fee program that bundles transaction and operational costs into a single advisory fee, it reports an ownership/affiliation interest with AE Wealth Management and an affiliated insurance agency, and it discloses receiving launch support and reimbursements from Fidelity. The brochure also notes the firm’s use of endorsements in advertising and that some advisory personnel are licensed to sell insurance products, both of which can create additional conflicts of interest the firm says it seeks to manage through its policies.

To learn more about the advisors currently working at Advantage Wealth Partners, 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.