A complete list of active advisors currently associated with Educated Wallet LLC

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

Educated Wallet is an independent, single-advisor registered investment adviser that provides asset management through a sub-advisory arrangement with AE Wealth Management, along with financial planning, consulting, subscription-based educational courses and periodic workshops. The firm serves individual and high‑net‑worth clients and manages roughly $12.6 million for about 100 clients. The firm tailors advice to individual client needs and typically works with clients on a non‑discretionary basis, using model managers and program resources available through its sub‑advisory relationship to implement portfolios and asset‑allocation strategies. Financial planning is offered as full or modular written plans and as one‑time or as‑needed consultations, with educational content integrated into client engagement. Several features set Educated Wallet apart from many solo independent advisers: it operates a subscription service for educational courses (access is provided free to clients) and offers impersonal workshops and seminars, and it has a referral arrangement with a third party that promotes those seminars via social media. The firm’s reliance on a sub‑advisory model combined with predominantly non‑discretionary client arrangements is also less common among peers and may affect how investment decisions are executed and reviewed.

To learn more about the advisors currently working at Educated Wallet 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.