A complete list of active advisors currently associated with Counterculture Wealth
Warmer can help you find a great advisor at Counterculture Wealth or one who fits your needs even better.
Counterculture Wealth LLC provides financial planning and investment advisory services to individuals, couples, and families. The firm offers stand‑alone financial planning engagements as well as ongoing financial planning paired with non‑discretionary investment management and coordinates with other professionals when appropriate. Its investment approach emphasizes long‑term, diversified portfolios informed by Modern Portfolio Theory and a preference for passive investment vehicles; the firm may also recommend third‑party managers or TAMPs for certain clients. CCW manages client accounts on a non‑discretionary basis—clients must approve trades before execution—and conducts periodic account reviews, at least quarterly. Noteworthy features in the brochure include that virtually all reported AUM is managed non‑discretionarily (the firm reports roughly $2.8 million in non‑discretionary AUM and no discretionary AUM), and the adviser has a referral and platform relationship with Nectarine Financial that affects how some prospects are introduced and billed. The firm’s marketing also uses client testimonials, a practice that is uncommon among small independent advisers.
To learn more about the advisors currently working at Counterculture Wealth, 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.
Name |
Location |
Years of experience |
|---|---|---|
Saint Anthony, MN
| 7
|
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