A complete list of active advisors currently associated with Calculated Wealth
Warmer can help you find a great advisor at Calculated Wealth or one who fits your needs even better.
Calculated Wealth LLC is an SEC‑registered investment adviser that works with individuals, high‑net‑worth clients, and small businesses to provide financial planning and discretionary portfolio management. Its planning services span business planning, retirement and distribution strategies, tax and estate considerations, insurance reviews, and investment analysis. The firm primarily constructs strategic, passive portfolios using index funds and ETFs with periodic rebalancing, while also offering a tactical asset allocation option that relies on quantitative, third‑party research and systematic, trend‑following models. It may implement client‑selected software recommendations as part of portfolio construction and uses both fundamental and technical analysis when appropriate. Distinctive features include a compact advisory team overseeing a substantial asset base and a planning practice that offers both fixed‑fee and hourly engagements, with comprehensive planning integrated into certain managed‑account relationships. Calculated Wealth recommends major custodians for client accounts and leverages external research and technology to support its tactical strategies rather than relying solely on in‑house active management.
To learn more about the advisors currently working at Calculated Wealth, 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 |
|---|---|---|
Madison, WI
| 7
| |
Roseville, MN
| 5
| |
Madison, WI
| 1
|
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