A complete list of active advisors currently associated with Eggz

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

Eggz offers online robo-advisory portfolio management to individuals, high‑net‑worth individuals, and business entities, delivering algorithm‑generated investment solutions made up primarily of ETFs, mutual funds, and fixed income. The firm reports no assets under management and no clients as of December 2025, and it does not execute trades on clients’ behalf. Eggz’s service is driven by an interactive questionnaire and algorithm that suggest target allocations from a limited set of pre‑selected securities bundles; clients choose the solution and the adviser oversees the algorithm but does not provide ongoing, individualized monitoring. The firm does not exercise trading discretion, does not rebalance accounts manually for individual clients, and does not permit client‑imposed restrictions on specific securities or types of investments. Notable distinctions include its registration as an Internet Investment Adviser and its requirement that clients use a single custodian (Alpaca Securities), with client cash handled through Alpaca’s automatic sweep program; the firm states it receives no portion of sweep interest or mutual fund 12b‑1 fees. Fee features combine a low flat monthly charge for small accounts with percentage‑of‑AUM breakpoints for larger accounts, and Eggz does not participate in wrap programs, accept performance‑based fees, or select third‑party sub‑advisers.

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