A complete list of active advisors currently associated with Applied Advisor

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

Applied Advisor provides fee-only, project-based financial planning and tax preparation to individuals and families with invested assets up to $5 million. Typical clients are pre-retired, salaried professionals earning roughly $115,000–$250,000 who are generally expected to implement recommendations on their own. The firm favors a buy-and-hold investment approach implemented primarily with no-load mutual funds and ETFs, using model portfolios that are tailored for diversification, tax considerations, and periodic rebalancing. Advice and analysis are delivered on an hourly/project basis and supported by third‑party software; Applied Advisor does not custody or actively manage client accounts. Notably, Applied Advisor does not provide ongoing portfolio management for individual client accounts and does not charge percentage‑of‑AUM fees, relying instead on hourly and project fees for its planning work. A substantial portion of the practice is tax preparation (seasonally heavier in the first quarter), and the firm does not accept commissions, which may make it atypical among peers that offer asset management or AUM-based billing.

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