A complete list of active advisors currently associated with Constant CashFlow, LLC

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

Constant CashFlow, LLC provides discretionary portfolio management and financial planning to individuals and high-net-worth individuals. The firm documents each client’s goals and risk tolerance in an Investment Policy Statement and acknowledges its fiduciary duties when advising retirement accounts. The firm combines charting, fundamental, quantitative, and technical analysis and implements both long- and short-term trading, primarily recommending equities and ETFs while also using fixed income, annuities, commodities, and non-U.S. securities when appropriate. It generally seeks discretionary trading authority, delivers quarterly custodian reports, and presents financial plans as discrete, deliverable engagements unless clients request ongoing planning services. Distinctive features include its small, recently formed solo practice managing roughly $1.2 million across about 25 clients and the principal’s dual role as a licensed insurance agent and an employee outside the advisory business, which the brochure identifies and discloses as a potential conflict of interest. The firm also discloses that it does not participate in wrap fee programs, does not aggregate trades for multiple clients, and may receive custodial research or other soft-dollar benefits through recommended custodians.

To learn more about the advisors currently working at Constant CashFlow, 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.