A complete list of active advisors currently associated with Balanced Wealth Management, LLC.

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

Balanced Wealth Management provides discretionary investment management and comprehensive wealth management services to individuals, high‑net‑worth clients, trusts, estates and retirement plans. The firm charges percentage‑of‑AUM fees and also provides retirement plan advisory services, including ERISA fiduciary support and participant education. The advisor builds customized, primarily long‑term portfolios using mutual funds, ETFs and occasional third‑party managers, applying internal due‑diligence criteria when selecting funds. It may use an automated managed program (AMP) and third‑party platforms to manage held‑away or participant accounts, rebalancing and monitoring accounts on a regular basis to align with client objectives. Distinctive features include that several advisory personnel are licensed insurance professionals and may receive commission compensation for insurance product sales, a practice the brochure discloses as a potential conflict of interest. The firm operates as a two‑advisor practice managing roughly $102 million for about 243 clients, recently transitioned to SEC registration, and emphasizes retirement‑plan services such as on‑site visits, participant education and plan participant surveys.

To learn more about the advisors currently working at Balanced Wealth Management, 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.

You can also browse Balanced Wealth Management, LLC.'s office locations.

Name	Location	Years of experience
Robert Auclair	West Warwick, RI	20
William Herbert	Winchester, MA	3

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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. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

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