A complete list of active advisors currently associated with Complete Investment Advisory, LLC

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

Complete Investment Advisory provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, overseeing roughly $109 million in client assets across about 189 accounts. The firm offers ongoing asset management, one-time or ongoing financial planning and hourly consulting, and occasional educational newsletters. The adviser uses a blended investment approach that includes fundamental, technical, and cyclical analysis and employs both long- and short-term strategies while monitoring accounts on a discretionary basis and accommodating client-imposed restrictions. It implements a wide range of instruments—such as ETFs, mutual funds, individual equities, options, futures, and, for certain clients, non-traded private REITs and partnership interests—and may modify strategies for special situations like low-basis stock or closely held business interests. Noteworthy features include its affiliation with an insurance company (Retire Safely, LLC) and an affiliated tax-preparation entity (Complete Tax Advisory, LLC) through its parent, Complete Financial Group, Inc.; advisors are licensed to sell insurance and may receive commissions, and the firm discloses that it may offset advisory fees when clients purchase insurance products. The combination of a small advisory team managing over $100 million with integrated insurance and tax-service affiliations and the use of limited-liquidity products is emphasized in the firm’s disclosure as a potential source of conflicts that clients should consider.

To learn more about the advisors currently working at Complete Investment Advisory, 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.