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

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

Drumond Wealth Management serves individuals, trusts, estates, charitable organizations and business entities, providing fee‑based investment advisory and financial planning services, including customized portfolio management and financial plans. The firm reports approximately $61.5 million in assets under management for about 129 clients and operates with a three‑advisor team. The firm describes a tactical allocation approach intended to reduce risk and seek improved performance, using tools that range from ETFs and mutual funds to foreign securities, options, and interests in partnerships. It manages client accounts on both discretionary and non‑discretionary bases — reporting $23.2 million in discretionary AUM and $38.3 million in non‑discretionary AUM — and will obtain client approval for trades in non‑discretionary accounts. Noteworthy elements in the brochure include a wrap fee program sponsored through Charles Schwab that bundles advisory and execution services (the firm retains the full wrap fee because third‑party managers are not included) and the firm’s disclosure of resulting incentives around trading frequency. The brochure also highlights the firm’s use of foreign securities and an internationally experienced principal, which is consistent with an atypical non‑U.S. client exposure for a firm of this size.

To learn more about the advisors currently working at Drummond 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.