A complete list of active advisors currently associated with Asset Architects, LLC

Warmer can help you find a great advisor at Asset Architects, LLC or one who fits your needs even better.

Asset Architects, LLC is a solo, fee-based advisory firm that provides personalized financial planning and consulting to individuals and high‑net‑worth clients and arranges relationships with third‑party money managers. The firm also operates as a licensed insurance agency and offers commissioned insurance products as part of its services. Rather than managing client portfolios directly, the firm delivers basic and comprehensive written financial plans on a fixed‑fee basis and refers clients to third‑party investment managers, receiving solicitor fees and a share of the managers’ advisory fees. Asset Architects does not accept discretionary trading authority and relies on third‑party managers and custodians to execute trades and provide account reports. Distinctive features include the combination of an insurance brokerage practice (the brochure notes the owner spends a meaningful portion of time on insurance sales) with a solicitor/referral model instead of charging a traditional percentage‑of‑AUM fee or directly managing client assets. The brochure discloses that the firm shares materially in third‑party fees (illustrative retentions cited) and notes the potential conflicts of interest from commissions and solicitor arrangements, which it says it mitigates through disclosures and a fiduciary duty to place client interests first.

To learn more about the advisors currently working at Asset Architects, 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.