A complete list of active advisors currently associated with Camriel Advisors
Warmer can help you find a great advisor at Camriel Advisors or one who fits your needs even better.
Camriel Advisors provides integrated financial planning and discretionary investment management to high-net-worth individuals, pension and profit-sharing plan sponsors, charities, and privately held businesses. Services span project-based Financial Blueprint plans, ongoing Wealth Management, retirement-plan consulting for employers, and estate-planning coordination. The firm combines comprehensive planning with portfolio management, using model-driven Automatic Investment Plans, a mix of passive and active strategies, tax-loss harvesting in taxable accounts, and the option to incorporate ESG screens or legacy individual-stock positions. It also uses Outside Managers and third-party platforms to implement portfolios and may recommend specialized vehicles such as 529 college-savings programs and private placements (including exchange funds) when appropriate. Notably for a small independent adviser, Camriel Advisors actively serves institutional clients and provides pension consulting and ERISA-focused retirement-plan work, services that are uncommon among peers of its size. The firm also links its project planning engagements to ongoing wealth management through an implementation pathway, and it discloses specific risks for exchange funds and 529 plans that reflect its use of less-liquid and tax-sensitive investment options.
To learn more about the advisors currently working at Camriel Advisors, 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 |
|---|---|---|
Weed, CA
| 1
|
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.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
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. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")