A complete list of active advisors currently associated with Affluent Solutions, LLC

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

Affluent Solutions, LLC serves individuals and high-net-worth clients, providing financial planning, investor coaching, and advisory referrals. The firm prepares a one-time Portfolio MRI analysis for new clients, and its principal is a licensed insurance agent who may offer insurance products as part of client plans. Affluent Solutions does not manage portfolios directly; it refers all investment management to an unaffiliated SEC-registered adviser, Matson Money, and acts as a co-adviser and client liaison. Clients who follow that referral generally grant investment discretion to the outside manager, which operates a wrap program and places accounts into fund-of-funds strategies and requires liquidation of existing positions to open an account. The firm is unusual among solo independent advisers in servicing about 240 clients while reporting zero assets under management, a pattern that reflects its referral/co-advisory model rather than direct custody or trading authority. Its combination of a standardized Portfolio MRI offering, the principal’s insurance activity (with potential commission conflicts), and the mandatory account liquidation policy of the outside manager distinguishes its business model from many peers.

To learn more about the advisors currently working at Affluent Solutions, 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.