A complete list of active advisors currently associated with AI Advisor, Inc.

Warmer can help you find a great advisor at AI Advisor, Inc. or one who fits your needs even better.

AI ADVISOR, Inc. provides fee-only investment management and financial planning to individuals and institutions, with a stated focus on individual and high‑net‑worth clients. Services described in the brochure include discretionary portfolio management, modular investment consultation, and financial‑planning advice tailored to client‑specified scopes. The firm relies exclusively on fundamental analysis and generally adopts a long‑term investment perspective while also employing both long‑ and short‑term trading strategies when appropriate. It offers ongoing discretionary management with regular reviews and reporting (quarterly reports and third‑party custodian statements), conducts tax gain/loss harvesting, and may negotiate performance‑based fees in selective situations. Distinctive features include a very small client roster relative to its assets under management, implying larger account concentrations per client—an uncommon client mix among independent advisers that often serve more retail relationships. The brochure also discloses the principal’s part‑time involvement with a digital‑marketing company and occasional non‑securities consulting (such as due diligence for early‑stage businesses), and the firm contracts that company for website and related services, all of which are disclosed as potential operational intersections with the advisory practice.

To learn more about the advisors currently working at AI Advisor, Inc., 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.