A complete list of active advisors currently associated with Chrysadia Financial, LLC

Warmer can help you find a great advisor at Chrysadia Financial, LLC or one who fits your needs even better.

Chrysadia Financial, LLC advises non-profit institutional clients (including endowments, foundations, and charitable organizations) and private clients composed of individuals and high‑net‑worth households. The firm’s services in the brochure include institutional investment consulting, discretionary and non‑discretionary investment management, comprehensive wealth management, and both ongoing and project‑based financial planning. The firm’s investment approach centers on strategic asset allocation, using primarily passive management for private clients and either passive or a core/satellite approach for institutional mandates, supplemented by quantitative and qualitative manager research. Chrysadia conducts manager due diligence, may recommend third‑party investment managers, and tailors portfolios to client constraints, including the option to incorporate ESG and socially responsible investments when requested. What is noteworthy about this firm relative to peers is its combination of being a very small, fee‑only RIA while offering institutional consulting to nonprofits and providing non‑advisory consulting services to other investment advisers—relationships the brochure describes as separate, compensated engagements. The brochure also discloses $0 in assets under management as of December 31, 2025 and indicates the firm’s private client base excludes non‑high‑net‑worth retail individuals, focusing instead on HNW clients and institutional engagements; institutional consulting clients retain decision‑making authority and Chrysadia does not maintain trading authority for those engagements.

To learn more about the advisors currently working at Chrysadia Financial, 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
Faith Counio	Newark, CA	3

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.

Find your advisor

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

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence. Show more

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation. Show more

We review transparently

Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you. Show more

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you.

Our ongoing support