A complete list of active advisors currently associated with Bassin, Bruce

Warmer can help you find a great advisor at Bassin, Bruce or one who fits your needs even better.

The firm provides financial planning, third‑party manager recommendations, and retirement plan consulting to a client mix that includes pension and profit‑sharing plan sponsors, plan participants, corporations, and high‑net‑worth individuals. It does not provide discretionary portfolio management for individual accounts and reported no assets under management as of year‑end 2025. The adviser develops written financial plans based on in‑depth interviews and a mix of economic, quantitative, fundamental and mutual fund/ETF analysis, with implementation left to clients or to outside managers it recommends. When referring clients to third‑party managers the firm discloses solicitation arrangements, conducts due diligence and monitors manager performance, while retaining no custody or proxy‑voting authority and no discretionary control over client accounts. Noteworthy distinctions include a licensed insurance practice that sells life and fixed insurance products and may generate commission compensation for those sales; the brochure discloses this potential conflict and describes mitigation steps. The firm also provides ERISA‑focused retirement plan fiduciary consulting services (IPS preparation, QDIA advice, investment due diligence and participant enrollment), a service set that is less common among solo independent advisers who primarily offer individual portfolio management.

To learn more about the advisors currently working at Bassin, Bruce, 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.