A complete list of active advisors currently associated with Bigham Wealth Advisory LLC

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

Bigham Wealth Advisory LLC provides discretionary asset management, financial planning, and basic estate‑planning services to individual and high‑net‑worth clients. The firm implements portfolios directly and through sub‑advisors and third‑party managers, and it supports client onboarding, ongoing monitoring, and periodic reporting. Investment decisions draw on fundamental and technical analysis and may include long‑ and short‑term holdings, trading, option writing, and other derivative instruments as part of portfolio construction and risk management. The firm uses model and allocation programs available through third‑party platforms and conducts periodic reviews to rebalance portfolios and identify opportunities such as tax‑loss harvesting. The brochure discloses a performance‑based fee option for qualified clients (10% of quarterly gains above a high‑water mark) with specific thresholds (at least $1,100,000 under management and a net worth exceeding $2,200,000), and it explicitly discusses the use and risks of derivatives and options strategies. It also discloses an affiliated insurance business whose managing member devotes a substantial portion of time to insurance activities and receives commissions, and the firm acknowledges referral and sub‑advisor fee arrangements that can create conflicts of interest.

To learn more about the advisors currently working at Bigham Wealth Advisory 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.