A complete list of active advisors currently associated with Consolidated Financial Management Corp.

Warmer can help you find a great advisor at Consolidated Financial Management Corp. or one who fits your needs even better.

Consolidated Financial Management Corp. provides comprehensive financial planning and consulting to individuals (including trusts and estates), high‑net‑worth clients, and business entities. The firm does not manage client assets or accept custody, and delivers planning on a fixed‑fee or hourly basis rather than through percentage‑of‑assets arrangements. The adviser’s planning process begins with assessing a client’s financial personality and current situation, then develops asset‑class allocations and a course of action that incorporates tax, estate, risk‑management and college‑funding considerations. As part of its analysis the firm may use both fundamental and technical techniques, and typically recommends a buy‑and‑hold posture with periodic reallocation when asset mixes materially drift. Notably, many of the firm’s associated persons also serve as registered representatives and investment adviser representatives of LPL Financial and as licensed insurance agents, and the firm routinely refers clients to LPL for investment management services. The brochure discloses that these dual roles can generate brokerage commissions, mutual fund trails, and other third‑party compensation for associated persons, a potential conflict the firm monitors and discloses to clients; the adviser also states some personnel spend substantial time on LPL‑related activities.

To learn more about the advisors currently working at Consolidated Financial Management Corp., 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.