A complete list of active advisors currently associated with CONE ADVISORY GROUP, INC.

Warmer can help you find a great advisor at CONE ADVISORY GROUP, INC. or one who fits your needs even better.

Cone Advisory Group, Inc. advises individual and high‑net‑worth clients as well as pension and profit‑sharing plans, overseeing roughly $17.3 million for about 200 clients. The firm offers discretionary and non‑discretionary portfolio management alongside financial planning and consulting services. Investment implementation emphasizes mutual funds and ETFs and largely relies on model portfolios and third‑party money managers rather than in‑house security‑level analysis. For certain clients, Cone places assets in a co‑advisory arrangement that grants discretionary authority to an outside manager while Cone continues client onboarding, monitoring, and advice. Distinctive elements include that persons providing advice are licensed insurance agents who may receive commission‑based compensation for selling insurance products in addition to advisory fees, a practice the brochure identifies as a potential conflict of interest. The firm also routinely directs brokerage to Charles Schwab Institutional and uses a fee‑sharing co‑advisory structure with its third‑party manager, which can affect trade execution and how fees are collected.

To learn more about the advisors currently working at CONE ADVISORY GROUP, 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.