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

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

Conceptual Financial Advisors, LLC provides portfolio management, pension consulting, and financial planning to individuals (including high‑net‑worth clients), pension and profit‑sharing plans, and charitable organizations. The firm also offers an online MyFirstFinancialPlanner service for clients seeking an introductory financial plan and manages both discretionary and non‑discretionary accounts. CFA documents client objectives in an Investment Policy Statement and applies fundamental analysis and modern portfolio theory to construct tailored, long‑term investment programs and model allocations. The firm typically seeks discretionary trading authority, sponsors a wrap fee program, and may refer portions of client assets to third‑party advisers (including AssetMark) under fee‑sharing arrangements. Compared with peers, CFA reports a notably high client‑to‑advisor ratio—about 419 client relationships overseen by a single principal—and manages roughly $190 million in combined discretionary and non‑discretionary assets. The brochure discloses that the principal is also a registered representative and an independent insurance agent (so representatives may sell commissionable products) and describes custodial support and transition assistance from LPL and fee‑sharing with third‑party advisers, arrangements the firm identifies as potential conflicts of interest; it also notes participation in custodial‑sponsored educational events.

To learn more about the advisors currently working at Conceptual Financial Advisors, 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.