A complete list of active advisors currently associated with Award Financial Group

Warmer can help you find a great advisor at Award Financial Group or one who fits your needs even better.

Award Financial Group provides discretionary asset management and financial planning to individuals, high‑net‑worth clients, trusts, estates and business entities. Services listed in the firm brochure include direct portfolio management (including participation in Orion Portfolio Solutions and the potential use of sub‑advisors), full financial plans, and limited‑scope consulting on individual topics. The firm tailors investment programs to each client’s stated goals, time horizon and risk tolerance and uses fundamental, technical and charting analysis with strategies that can include long‑ and short‑term positions, options and margin where appropriate. Accounts are managed on a discretionary basis with quarterly reviews, rebalancing and periodic attention to tax‑loss harvesting and other portfolio maintenance activities; the firm also discloses that Orion and third‑party sub‑advisors may be used to implement models. Noteworthy disclosures include that the firm’s principal is a licensed insurance agent and may receive commission compensation for insurance products (approximately 30% of the principal’s time is spent on those activities), and the principal reports a substantial affiliation with another advisory firm (approximately 60% of time) plus other outside business activities such as a real‑estate license and ownership of an agricultural property. The firm’s ADV also reports no assets under management and no active clients at the time of filing and states that it does not vote client proxies, items prospective clients may want to consider when evaluating conflicts of interest and oversight.

To learn more about the advisors currently working at Award Financial Group, 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
Brent Ward	Wilton, CA	27

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