A complete list of active advisors currently associated with Affluence Advisory LLC

Warmer can help you find a great advisor at Affluence Advisory LLC or one who fits your needs even better.

Affluence Advisory LLC provides discretionary investment supervisory services to individuals, businesses, trusts, foundations, and other charitable entities, building individualized portfolios based on client objectives, risk tolerance, and time horizon. The firm currently operates with a single investment professional and reported no assets under management as of December 31, 2025. The firm constructs portfolios primarily with passively managed no-load mutual funds and ETFs, using asset-allocation strategies informed by modern portfolio theory and a long-term equity orientation (typically five to ten years or longer). Fixed-income allocations emphasize short- to intermediate-term bond funds, U.S. Treasuries (including TIPS), and custodial sweep or ultra-short treasury-bill vehicles, with regular rebalancing and tax-aware adjustments for taxable accounts. Noteworthy aspects include a stated emphasis on low-cost funds (targeting average expense ratios under 0.5%) and a practice of retaining existing actively managed positions when selling would trigger substantial tax or transaction costs. The firm does not accept performance-based fees, has no broker-dealer affiliations, does not vote client proxies, typically recommends a custodial platform with SIPC and supplemental insurance, and documents advance-fee collection and refund/termination procedures.

To learn more about the advisors currently working at Affluence Advisory 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.