A complete list of active advisors currently associated with Deliberate Wealth

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

Deliberate Wealth LLC is a fee-only registered investment adviser that serves individual and high‑net‑worth clients with comprehensive financial planning and discretionary investment management. The firm delivers written financial plans, investment analysis, and coordinates with third‑party professionals when clients require specialized services. Deliberate Wealth structures planning as an ongoing, high‑touch process using a personalized annual governance calendar with scheduled “sprints” for topics such as year‑end tax planning, insurance and estate reviews, and retirement cash‑flow stress testing. Its investment approach combines modern portfolio theory with a mix of passive and active vehicles and the ability to use custodial direct‑indexing solutions where appropriate. The brochure notes a pricing distinction: Deliberate Wealth does not rely on a percentage‑of‑assets fee model and instead uses fixed or tiered flat fees for management and planning, an uncommon approach among independent advisers. The firm is newly established with no assets under management at the time of the filing and is led by a sole principal who holds CFP® and enrolled agent credentials; it may also offer reduced planning arrangements for family members of existing clients.

To learn more about the advisors currently working at Deliberate 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
Brandon Schneider	Advance, NC	5

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

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