A complete list of active advisors currently associated with Bare Wealth Advisors

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

Bare Wealth Advisors works with individual and high‑net‑worth clients, as well as retirement plans, trusts, estates and business entities, offering investment management, financial planning and retirement plan consulting. The firm provides both standalone financial plans and discretionary portfolio management, and it coordinates with third‑party administrators and recordkeepers for plan services. The firm’s investment process emphasizes tailored asset allocation, periodic rebalancing and multi‑method analysis (fundamental, quantitative and qualitative), and it routinely uses sub‑advisors and model strategies to implement portfolios. Its disclosures describe use of third‑party sub‑advisors (including faith‑based model portfolios) and options such as alternative investments and direct indexing to accommodate values‑based screening. Noteworthy distinctions include operating as a state‑licensed insurance agency whose representatives may recommend and receive commissions for non‑variable insurance products, a relationship the brochure discloses and discusses as a potential conflict. The firm also describes conducting client education and product‑sponsored events and references model or hypothetical performance information provided by third‑party managers in connection with its recommended strategies.

To learn more about the advisors currently working at Bare Wealth 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.