A complete list of active advisors currently associated with Astute Financial, LLC

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

Astute Financial, LLC is a small, state‑registered advisory firm founded in 2019 that manages approximately $81.6 million for about 43 clients through two advisors. It provides discretionary portfolio management and ongoing comprehensive financial planning to individuals (including high‑net‑worth clients), small businesses, and irrevocable trusts. The firm’s investment approach is grounded in Modern Portfolio Theory and typically blends passive and active investment vehicles to implement client‑specific investment policy statements, with regular quarterly reviews and discretionary trading. It also offers an ongoing financial planning service that produces written plans, monitoring, and annual plan updates as part of a subscription relationship. Notably, the firm is affiliated with another registered investment adviser and with an affiliated accounting/CPA firm—arrangements the brochure identifies as uncommon among peers—and has recently merged with an affiliated advisory entity. Clients may, under separate agreements, receive services from multiple affiliated firms (with separate fees and no referral compensation), and the firm discloses that key personnel split time across the advisory and accounting businesses, which the firm says informs how services are coordinated and supervised.

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