A complete list of active advisors currently associated with Bone Asset Management

Warmer can help you find a great advisor at Bone Asset Management or one who fits your needs even better.

Bone Asset Management serves individuals, high‑net‑worth clients, families and related entities, providing comprehensive financial planning and ongoing portfolio management. The firm describes itself as fee‑only and offers financial planning at no charge while using third‑party custodians (including Charles Schwab and Interactive Brokers) to hold client assets. The firm’s investment work uses a mosaic of fundamental, technical and cyclical analysis and draws on public filings, research and market data to inform recommendations. Portfolio management is offered as an ongoing, non‑discretionary service, though the firm may select third‑party sub‑advisors who are granted discretionary authority over trading for portions of client accounts and are subject to the firm’s due diligence and monitoring. Bone Asset Management is notable for its scale of client relationships relative to staff: the firm reports roughly 366 clients with a single advisory principal, producing an unusually high client‑per‑advisor ratio compared with peers. A principal of the firm also operates as an independent insurance agent and may receive commissions on insurance or annuity sales, a disclosed potential conflict the firm says it manages through policies and client disclosure; the firm also reports no account minimum.

To learn more about the advisors currently working at Bone Asset Management, 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.