A complete list of active advisors currently associated with Envest Advisors, LLC
Warmer can help you find a great advisor at Envest Advisors, LLC or one who fits your needs even better.
Envest Advisors, LLC is a small registered investment adviser that provides discretionary asset management and financial planning primarily for individual clients. The firm delivers ongoing portfolio management through direct management and through program relationships, including Orion Portfolio Solutions, a co-advisor arrangement, and several third‑party money managers. The firm’s investment process draws on fundamental and technical analysis and is implemented on a discretionary basis, with portfolios tailored to each client’s stated goals, time horizon, and risk tolerance. Envest Advisors commonly delegates portions of management to sub‑advisors and third‑party managers, monitors those managers on an ongoing basis, and conducts quarterly reviews that may include rebalancing and tax‑loss harvesting opportunities. Noteworthy features include an affiliated insurance business (Envest Financial LLC) for which the firm’s principal devotes roughly 10% of their time and through which insurance commissions may be earned, and multiple referral and fee‑sharing arrangements with third‑party managers — including a tiered incentive participation schedule with a co‑advisor — that result in the firm receiving portions of TPM or co‑advisor fees. The firm is relatively new, operates three advisors with about $7.26 million in discretionary AUM, and discloses operational choices (for example, not aggregating trades and not voting client proxies) and related potential conflicts of interest along with stated mitigation procedures in its Form ADV.
To learn more about the advisors currently working at Envest Advisors, 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.
You can also browse Envest Advisors, LLC's office locations.
Name |
Location |
Years of experience |
|---|---|---|
Myrtle Beach, SC
| 2
| |
Myrtle Beach, SC
| 1
| |
San Mateo, CA
| 0
|
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