A complete list of active advisors currently associated with AssetBuilder, Inc.

Warmer can help you find a great advisor at AssetBuilder, Inc. or one who fits your needs even better.

AssetBuilder, Inc. is a fee-only, SEC-registered advisory firm organized as a nine-advisor team that manages roughly $813 million for about 700 clients, including individuals, trusts, pension/profit-sharing plans and charitable organizations. The firm provides discretionary portfolio management, financial planning and consulting, and allocation advice for employer-sponsored retirement plans and 529 accounts. The firm follows a long-term, buy-and-hold investment approach grounded in Modern Portfolio Theory, emphasizing diversified asset allocation across domestic and international equities, fixed income and real assets. Portfolios are built around institutional Dimensional Fund Advisors (DFA) funds as core holdings, are tailored by risk profile (conservative to aggressive), and undergo systematic quarterly reviews supported by tools such as Orion, Dimensional Returns and Schwab data feeds. What is notable about AssetBuilder relative to many peers is its $350,000 new-account guideline (subject to discretionary waivers) and that 100% of its AUM is managed on a discretionary basis, signaling a focus on larger, managed relationships. The firm also requires Schwab custody, relies on institutional services from Schwab and DFA (including access to institutional fund share classes) and generally defers proxy voting for its core DFA funds rather than voting proxies directly.

To learn more about the advisors currently working at AssetBuilder, Inc., 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.