EdMD Financial Strategies, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm is a California‑registered independent investment adviser managing about $2.5 million for roughly 50 clients, including individuals as well as pension and profit‑sharing plans, trusts, charitable organizations and corporations. It offers discretionary and non‑discretionary portfolio management, financial planning and consulting, and may refer clients to unaffiliated third‑party asset managers for outsourced management.
Investment decisions are grounded in fundamental analysis and the firm may build portfolios from individual stocks and bonds, ETFs and mutual funds using strategies that range from long‑term buy‑and‑hold to shorter‑term trading, short sales and option writing as appropriate to client objectives and risk tolerance. The adviser conducts internal due diligence on funds (style consistency, fees, manager tenure) and monitors accounts on an ongoing basis with at least annual formal reviews and more frequent client contact as agreed.
What distinguishes the firm from many solo RIAs is the principal’s concurrent activities: the brochure discloses separate registered representative status and a college admissions and financial aid consulting business that may generate additional fees and, per the brochure, constitutes 99% of the principal’s time. The firm also works with institutional‑type clients and discloses arrangements to receive a portion of fees when referring clients to third‑party managers, items that may be uncommon for advisors of this size.
Client services
Expertise
Fee options
Fixed fees ranging from $500 to $7,500 for financial plans, negotiable based on scope
$0 - $500,000: 2.00% $500,000 - $1,000,000: 1.75% $1,000,000 - $2,000,000: 1.50% $2,000,000+: 1.25%
$300 per hour, negotiable depending on client circumstances
Account minimum: $100,000
Main office
6101 Bollinger Canyon Rd, Suite 328
San Ramon CA 94583
Advisors at this office
1
Most active in
California
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
Forms ADV
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
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 referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")