A complete list of active advisors currently associated with Atlantes Financial Advisors
Warmer can help you find a great advisor at Atlantes Financial Advisors or one who fits your needs even better.
Atlantes Financial Advisors Corp. provides personalized portfolio management and financial planning services to individuals and a range of clients including trusts, estates, pension plans and business entities. The firm offers both discretionary and non-discretionary portfolio management as well as consultative and single-subject financial planning tailored to each client’s objectives and risk tolerance. Its investment approach emphasizes strategic asset allocation with a core-and-satellite framework: passively managed index funds and ETFs are used as core holdings while actively managed funds are added where opportunities exist, and portfolios are globally diversified and periodically rebalanced. The firm uses a mix of analytical methods (including fundamental, technical, charting and cyclical analysis) and documents client objectives via an Investment Risk Analysis Profile. A distinctive feature disclosed in the brochure is that the firm’s advisors are registered representatives of Purshe Kaplan Sterling Investments and are licensed insurance agents, and they may receive commission-based compensation for securities and insurance transactions in addition to advisory fees—an arrangement the brochure identifies as a potential conflict of interest and discloses to clients. The brochure also describes operational practices that may be of interest to prospective clients, including a preference for Fidelity as custodian with quarterly execution reviews, a business continuity plan with daily off-site backups, and a policy that clients vote their own proxies (the firm does not vote proxies).
To learn more about the advisors currently working at Atlantes Financial Advisors, 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.
Name |
Location |
Years of experience |
|---|---|---|
Fairhope, AL
| 37
|
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")