A complete list of active advisors currently associated with Clifford Alan Inc.
Warmer can help you find a great advisor at Clifford Alan Inc. or one who fits your needs even better.
Clifford Alan Inc. provides discretionary asset management and financial planning and consulting to individuals, high‑net‑worth individuals, and business entities. The firm offers ongoing portfolio management for individual accounts and shorter, topic‑specific consultations in areas such as cash flow, retirement, tax planning and estate preservation. Investment programs are tailored to each client’s stated goals, time horizon and risk tolerance, with an emphasis on fundamental analysis and longer‑term purchase strategies; the adviser generally operates under discretionary trading authority. Financial planning is offered on a fixed‑fee basis and is described as a deliverable plan or a narrower consultation addressing specific topics. The firm is newly formed and currently reports no assets under management or active SEC‑registered advisors, and the principal maintains a substantial outside tax‑preparation practice and may offer tax services to clients — a relationship disclosed as a potential conflict of interest. Notably, Clifford Alan does not act as a private fund adviser and generally does not vote client proxies, leaving voting to clients unless assistance is requested.
To learn more about the advisors currently working at Clifford Alan 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 |
|---|---|---|
Webster, NY
| 0
|
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”)