A complete list of active advisors currently associated with Cimarron Wealth Management, LLC

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

The firm provides fee‑only investment management to individuals and high‑net‑worth households, with an emphasis on business and retirement planning rather than standalone financial planning. It manages a very small number of client relationships and requires a minimum household opening balance of $250,000. Its investment approach relies on fundamental analysis and long‑term purchase strategies implemented through diversified portfolios of mutual funds, ETFs, stocks and bonds, with discretionary trading authority and scheduled quarterly reviews. The adviser customizes asset allocation to client objectives, coordinates with clients’ tax professionals when appropriate, and bills on a percentage‑of‑assets basis. Noteworthy aspects include an unusually small client roster relative to assets under management, producing notably large average account sizes, and the firm’s lead adviser’s advanced training and CFA designation as part of its stated discipline. The firm also discloses that it will not vote proxies on client securities and that it has discontinued offering financial planning, both of which differ from many peers.

To learn more about the advisors currently working at Cimarron Wealth Management, 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.