A complete list of active advisors currently associated with Affinity Wealth Resources, LLC

Warmer can help you find a great advisor at Affinity Wealth Resources, LLC or one who fits your needs even better.

Affinity Wealth Resources, LLC is a state-registered, fee-only independent advisory firm that provides tailored financial planning and non-discretionary investment advice to individuals, high‑net‑worth clients, corporations, trusts, and business entities. The firm operates as a solo practitioner and delivers advice on a limited-scope, engagement-by-engagement basis. The firm’s approach centers on client-directed implementation: it reviews portfolio structure, asset allocation, retirement and investment planning, and makes recommendations that clients choose whether and how to implement, with account reviews commonly occurring every six to twelve months unless otherwise agreed. Billing is by direct invoice in arrears under an hourly arrangement, and the firm does not charge performance-based fees, accept commissions, or deduct fees from client custodial accounts. Distinctive aspects include a very small client roster (three clients) and the absence of percentage‑of‑assets fees, which contrasts with most independent peers that charge AUM-based fees; the brochure also notes that references to a prior newsletter service (“Small Cap Attack”) were removed and that the firm currently does not maintain periodicals, seminars, or similar ongoing publications. The firm discloses an outside business interest in an automotive products company held by the principal that the brochure states occupies substantial weekly time, which the firm says will not be used to solicit advisory clients.

To learn more about the advisors currently working at Affinity Wealth Resources, LLC, 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.