A complete list of active advisors currently associated with Affluence
Warmer can help you find a great advisor at Affluence or one who fits your needs even better.
Affluence serves individuals working in the creator economy—content creators, creative entrepreneurs, and other high-earning individuals—providing investment management, ongoing financial planning, and expanded business management services such as bookkeeping, business tax treatment, contract review, and vendor coordination. Like many independent advisers, it charges fees based on assets under management while also using a recurring, tiered monthly membership to bundle non-investment services. The firm develops individualized investment policies and manages discretionary portfolios using a mix of stocks, bonds, mutual funds and ETFs, and may recommend limited allocations to spot digital-asset exchange-traded products for suitably long-horizon, high-tolerance clients. Financial planning is provided on an ongoing basis through the membership tiers rather than as standalone engagements, and Affluence arranges third-party tax and bookkeeping services through preferred vendors that it pays on clients’ behalf. Affluence’s focus on full-service business management for creators—an offering that accounts for a meaningful portion of the firm’s time—is a distinguishing feature compared with typical small independent advisers. It operates a vendor pass-through model in which it bills clients directly, pays preferred providers, and retains a margin on those services (a disclosed conflict of interest); other notable features include a discretionary, one-time first-year fee credit program, explicit limits and disclosures around digital-asset ETP recommendations, and the firm’s recently established, early-stage status with modest assets under management.
To learn more about the advisors currently working at Affluence, 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 |
|---|---|---|
Brooklyn, NY
| 0
|
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
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.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)