A complete list of active advisors currently associated with Bassett Financial Advisors
Warmer can help you find a great advisor at Bassett Financial Advisors or one who fits your needs even better.
Bassett Financial Advisors provides discretionary asset management and financial planning and consulting to individuals, trusts, and estates. The firm delivers ongoing portfolio management for individual clients and prepares financial plans that address investments, taxes, insurance, wills, and estate/trust considerations. The firm uses a tactical asset allocation approach informed by third‑party research and typically implements strategies using exchange‑traded products rather than individual securities. It manages accounts on a discretionary basis and implements portfolios through third‑party model marketplaces and custodial platforms (including Altruist’s Model Marketplace and the AssetMark platform), with financial planning used as a foundational input to investment decisions. With roughly $51.6 million in assets under management and about 276 clients served by a single advisor, the firm has an unusually high client load per advisor compared with most independent solo practices and relies on platform integrations and model portfolios to scale service delivery. It emphasizes ETF‑based tactical allocations, allows client‑imposed investment restrictions, and does not maintain a stated account minimum.
To learn more about the advisors currently working at Bassett Financial 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.
Name |
Location |
Years of experience |
|---|---|---|
Fort Wayne, IN
| 20
|
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