A complete list of active advisors currently associated with Advocates Wealth Planning

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

Advocates Wealth Planning advises individual and high-net-worth clients, providing comprehensive financial planning together with discretionary investment management. The firm is selective about planning-only engagements and manages roughly $448 million for just under 200 clients, typically integrating planning work with ongoing portfolio oversight. The firm follows an integrated asset-allocation approach, using five standard model portfolios that are customized for tax status, existing holdings and client constraints; it implements portfolios primarily with mutual funds and ETFs rather than individual stocks or bonds. Advocates deploys up to 11 asset classes, treats cash as an asset class with explicit rebalancing tolerances (±20%), and applies tax-conscious implementation measures such as 1035 exchanges and the use of variable annuity subaccounts when client circumstances require them. Uncommonly for a team-sized adviser, Advocates is licensed as an insurance agency and can act as broker for life insurance, fixed annuities, disability and long-term care products; these insurance activities represent a small share of the business but are disclosed and may create potential conflicts of interest when commissions are paid. The firm also uses DFA funds that are typically accessible only through approved advisers—an operational detail that can affect fund portability if a client leaves—and maintains custodial and custody practices (including surprise CPA examination where applicable) that reflect its handling of more complex, higher-average client accounts.

To learn more about the advisors currently working at Advocates Wealth Planning, 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.