A complete list of active advisors currently associated with Aware Investing, Inc

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

Aware Investing, Inc. is a small, independent registered investment adviser that primarily serves individual clients (and occasionally trusts, estates, charities, and businesses) and reports about 19 clients and roughly $4.7 million in assets under management. The firm provides investment advisory services through third‑party money managers, financial planning and hourly consultations, and also offers advice on life insurance and annuities. The firm implements passive, index‑based portfolios informed by Modern Portfolio Theory and the Fama‑French three‑factor model, with allocations that may include international exposure and 0–25% indexed futures depending on client risk tolerance. Aware Investing does not accept discretionary authority itself and reports that its assets are primarily non‑discretionary, with account implementation and fee deduction handled by third‑party managers and custodians. Noteworthy among peers, Aware Investing operates as a licensed insurance agency and may receive commissions for insurance product sales, a relationship disclosed as a potential conflict of interest. The principal also conducts educational seminars and authors financial publications, and the firm offers a written portfolio/financialplan report with a stated 100% money‑back guarantee for clients within a specified period.

To learn more about the advisors currently working at Aware Investing, 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.