A complete list of active advisors currently associated with Aquarius Financial

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

The firm provides fee-only investment management to individual and family clients and reports approximately $1.08 million in assets under advisement across a very small client roster. It does not offer comprehensive financial planning as part of its standard services, and clients retain final authority over investment transactions. The investment approach is fundamental and long‑term, with an emphasis on asset allocation and diversification and an explicit avoidance of futures, short selling, options, and exotic derivatives. The firm uses third‑party platform services and independent custodians for execution and reporting, and delivers advice on a non‑discretionary, advice‑only basis. A distinctive aspect of the practice is that the firm’s principal also operates an affiliated insurance brokerage and spends a substantive portion of time on insurance activities; associated persons may receive commissions on insurance product sales, a potential conflict the brochure discloses. The principal has completed CFP coursework (but did not sit for the board exam) and maintains other sources of income such as music‑related work; the firm is a solo practice with a very small client base and recently updated its state registration in 2026.

To learn more about the advisors currently working at Aquarius Financial, 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.