A complete list of active advisors currently associated with Auxano Advisors

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

Auxano Advisors provides investment advisory and family office services to individuals, high‑net‑worth clients, pension and profit‑sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers portfolio management on both a discretionary and nondiscretionary basis, financial planning as a component of its services, and may recommend independent managers and private funds as part of client allocations; it reports managing approximately $1.78 billion for roughly 724 clients and generally requires a $1 million account minimum for investment advisory clients. Auxano develops personalized investment policies through client discussions and uses fundamental, technical, and cyclical analysis to implement long‑ and short‑term strategies, with regular monitoring and quarterly reviews. The firm’s disclosures indicate it may employ derivatives and the use of borrowing within separately managed accounts and may place client assets with independent managers or private funds, practices it monitors as part of its oversight and reporting processes. Compared with many peers, Auxano combines a multi‑advisor team (eight advisors) and a sizable asset base while offering integrated family office coordination and access to third‑party research and strategy consulting (via a formal consulting relationship). Several employees hold life and disability insurance licenses so the firm can recommend insurance products, and Auxano discloses receiving a one‑time economic benefit from Charles Schwab related to transition support while maintaining written policies intended to mitigate any related conflicts of interest.

To learn more about the advisors currently working at Auxano 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.