A complete list of active advisors currently associated with Boatman Wealth Management, LLC
Warmer can help you find a great advisor at Boatman Wealth Management, LLC or one who fits your needs even better.
Boatman Wealth Management is a small, state‑registered independent advisory firm led by a single investment professional that provides investment advisory services, financial planning, and consulting to individuals and charitable organizations. The firm arranges portfolio management through third‑party managers and model portfolios and also offers college‑planning, tax‑preparation referrals, and insurance product services. The firm’s asset management is predominantly non‑discretionary and delivered through third‑party money managers and a model portfolio program; the firm acts as liaison, helps clients complete TPM paperwork, and conducts ongoing reviews while custodians and TPMs execute trades. The firm reports approximately $3.75 million in non‑discretionary assets under management and offers financial planning on fixed‑fee or hourly terms, with clients signing separate agreements with the TPMs for discretionary services when applicable. Noteworthy features disclosed in the brochure include an affiliation with insurance activities—the principal is a licensed insurance producer who may receive commissions for insurance sales—and ownership of a separate tax‑preparation service and college‑planning practice, all of which the firm identifies as potential conflicts and addresses through disclosure and its fiduciary obligations. The combination of primarily non‑discretionary AUM, referral arrangements that share ongoing advisory fees with third‑party managers, and a client mix that includes charitable organizations is statistically uncommon among peers.
To learn more about the advisors currently working at Boatman 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.
Name |
Location |
Years of experience |
|---|---|---|
Monessen, PA
| 17
|
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