A complete list of active advisors currently associated with Entree Wealth LLC

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

Entree Wealth is a fee-only registered investment adviser that provides wealth management and comprehensive financial planning to individual clients, including those with high-net-worth profiles. Services include discretionary portfolio management and written financial plans that address investments, retirement, tax strategies, estate planning, college savings, business planning, and financial independence. The firm’s investment approach blends modern portfolio theory with a combination of passive and active strategies, emphasizing asset allocation, manager and fund analysis, and tax efficiency; it may use customized ETF models when constructing portfolios. Clients typically grant limited discretionary authority, and the firm conducts ongoing plan monitoring and semiannual account reviews while incorporating tax planning into the advisory process, including review of draft tax returns when requested. Compared with many peers, the firm’s principal holds both CFP® certification and Enrolled Agent status and dedicates a meaningful portion of client work to tax planning and tax-related services, which the brochure estimates at roughly 20% of client time. The adviser is newly registered (founded in 2025) but reports managing approximately $3.7 million in discretionary assets as of February 18, 2026, and it broadly considers clients’ investable assets when computing advisory fees.

To learn more about the advisors currently working at Entree Wealth 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.