A complete list of active advisors currently associated with Decisions, LLC

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

Decisions, LLC serves clients by referring them to third‑party asset managers and broker‑dealers rather than directly managing client portfolios, and it also provides financial planning and consulting services. The firm’s disclosed client types include individuals, high‑net‑worth clients, business entities and nonprofit organizations, and it does not accept custody of client assets. Decisions does not formulate investment strategy or trade securities for client accounts; instead it evaluates and assists clients in selecting third‑party programs and managers, who are responsible for portfolio implementation. The firm discloses its referral arrangements and related conflicts of interest and informs clients that they are free to accept or decline its recommendations. Distinctive features include the firm’s insurance agency activities—its principal conducts insurance business and assigns related commissions to the firm—and its explicit role in selecting and recommending other advisers. Unlike many investment managers, Decisions relies on referral compensation and charges hourly or fixed fees for planning work rather than operating on a percentage‑of‑assets advisory fee model.

To learn more about the advisors currently working at Decisions, 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.