A complete list of active advisors currently associated with Brae Head, Inc.
Warmer can help you find a great advisor at Brae Head, Inc. or one who fits your needs even better.
Brae Head, Inc. is a fee-only registered investment adviser that manages fully discretionary equity, balanced and fixed-income portfolios for individuals, families, trusts, businesses and retirement plans, and it also accepts charitable and other institutional clients. The firm provides basic financial planning tools (client balance sheets and cash-flow templates) and recommends custodial broker-dealers for execution and custody. The firm's investment approach is a disciplined, systematic process aimed at building and protecting purchasing power by mitigating systematic risk through allocation between risky market assets (using the S&P 500 as a proxy) and short-term risk-free instruments, then addressing non-systematic risk with a diversified equity sleeve. Equity selection is driven by quantitative screens for profitability, earnings sustainability and dividend growth with a target holding set (about 27 stocks across multiple noncorrelated sectors), while the fixed-income component is actively managed with taxable maturities generally capped at ten years and municipal exceptions for longer-dated issues. Compared with many single-advisor independents, the brochure highlights that the firm serves ERISA/IRC-governed retirement plans and provides pension consulting and fiduciary disclosures specific to plan clients, in addition to managing institutional and charitable accounts. The firm requires full discretionary authority, directs clients to a single custodial broker-dealer, conducts daily security monitoring and weekly account reviews, and generally requires a $500,000 minimum to establish a relationship.
To learn more about the advisors currently working at Brae Head, Inc., 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 |
|---|---|---|
Essex, CT
| 21
|
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)