A complete list of active advisors currently associated with Amor Fati Financial Services LLC
Warmer can help you find a great advisor at Amor Fati Financial Services LLC or one who fits your needs even better.
Amor Fati Financial Services, LLC provides discretionary portfolio management, ongoing and consulting financial planning (including hourly engagements), and non‑discretionary benefit plan consulting to a mix of clients such as individuals, high‑net‑worth clients, charitable organizations, corporations, and pension or retirement plans. The firm begins engagements with a suitability questionnaire and develops customized investment strategies that are subject to periodic review and adjustment. AFS emphasizes an asset‑allocation approach that leans on low‑cost passive mutual funds and ETFs while permitting individual securities, annuities, or limited short‑term trading where appropriate; portfolios are constructed and rebalanced based on documented risk profiles and client objectives. The firm acts as a fiduciary, typically with discretionary trading authority for non‑plan accounts, and provides Section 3(21) non‑discretionary consulting to employee benefit plans. Noteworthy and less common features disclosed in the brochure include its explicit ERISA Section 3(21) pension consulting role, the availability of hourly financial planning, and the employment of licensed insurance agents who may receive commissions—each of which can introduce conflicts of interest not typical for many investment managers. The brochure also discloses the firm’s reliance on a recommended custodian that provides economic benefits to AFS and reports $0 in assets under management as of July 28, 2025, reflecting its recent formation.
To learn more about the advisors currently working at Amor Fati Financial Services 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 |
|---|---|---|
South Burlington, VT
| 2
|
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