A complete list of active advisors currently associated with Complete Advisors

Warmer can help you find a great advisor at Complete Advisors or one who fits your needs even better.

Complete Advisors serves individual investors, trust and estate clients, qualified retirement plans, and small businesses with fee-based, discretionary portfolio management, financial planning, and non-investment business consulting. The firm manages a relatively concentrated set of client relationships—holding roughly $84 million in advisory assets across a small number of accounts—and also offers plan-level services as either a limited-scope or full-scope fiduciary for retirement plans. The firm emphasizes a strategic, long-term approach to portfolio construction and rebalancing rather than short-term market timing, tailoring discretionary portfolios to client objectives and using mutual funds, ETFs and separate accounts selected for tracking error and cost. Complete Advisors often implements strategies through third-party managed account programs and unaffiliated money managers, monitors positions for tax-harvesting and risk reasons, and generally holds securities for at least a year. Compared with many peers, Complete Advisors combines traditional wealth management with dedicated retirement-plan fiduciary services (including 3(38) arrangements) and explicit business-consulting offerings such as valuations and operational advice, plus financial planning that uses Monte Carlo analysis and outside Social Security/Medicare specialists. The firm also discloses that an owner is licensed to sell insurance products (limited time commitment), may recommend a specific custodian and model programs that limit trade aggregation, and charges fixed-fee engagements for planning and business projects.

To learn more about the advisors currently working at Complete 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.