A complete list of active advisors currently associated with AlgoTech Financial LLC

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

AlgoTech Financial LLC provides discretionary asset management as well as financial planning and consulting to a mix of individuals, high-net-worth clients, trusts, estates, charitable organizations and business entities. The firm also delivers public seminars and workshops that are described in the brochure as educational and not a source of individualized investment or tax advice. Portfolios are constructed from documented client goals, time horizons and risk tolerances and the firm uses a blend of analytical approaches — including fundamental and technical analysis, Modern Portfolio Theory and Monte Carlo techniques — to develop and monitor strategies. AlgoTech manages accounts on a discretionary basis and offers both asset-based and performance-based fee arrangements, including a high-water‑mark performance program available to eligible clients. What differs from many peers is AlgoTech’s explicit emphasis on public education through no‑charge seminars and workshops, a service model that is relatively uncommon among similar investment managers. The firm is an early-stage adviser under an initial ADV filing and highlights a principal with a non‑traditional technology and cloud architecture background, which is notable given the firm’s small size and single-advisor structure.

To learn more about the advisors currently working at AlgoTech Financial 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.

Name	Location	Years of experience
Chad Thompson	Dallas, TX	3

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.

Find your advisor

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

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence. Show more

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation. Show more

We review transparently

Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you. Show more

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you.

Our ongoing support