A complete list of active advisors currently associated with Consolidated Wealth Management

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

Consolidated Wealth Management (registered as Asset Planners, Inc.) provides comprehensive financial planning and investment advice to individual clients, including both high‑net‑worth households and other individual investors. Services emphasize planning areas such as retirement, estate, tax, insurance, cash‑flow and asset allocation rather than custody or ongoing discretionary portfolio management. The firm’s investment approach relies on fundamental analysis and a long‑term, buy‑and‑hold orientation, implementing diversified allocations largely through low‑cost exchange‑traded funds and scenario modeling using financial planning software. Advice is delivered on a primarily non‑discretionary basis, with clients responsible for implementing recommendations or electing to execute through the firm’s broker‑dealer affiliation. Consolidated Wealth Management is unusual for a firm of its size because the owner is also majority owner and a registered representative of an affiliated broker‑dealer, and the firm discloses the potential for commissions or revenue sharing on certain fixed‑income and insurance products while encouraging clients to use other providers. The firm also departs from common industry practice by charging fixed/flat planning fees instead of percentage‑of‑AUM billing, operating as a small multi‑person practice rather than a solo practitioner, and maintaining a DBA registration (Asset Planners) following a rebranding.

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