A complete list of active advisors currently associated with F3 Wealth Management, LLC

Warmer can help you find a great advisor at F3 Wealth Management, LLC or one who fits your needs even better.

F3 Wealth Management is an independent, single-advisor registered investment adviser serving individuals, trusts, and estates and managing roughly $8.4 million across about 41 client relationships. The firm provides investment management through third‑party sub‑advisers, financial planning (either integrated with advisory services or as a standalone engagement), and periodic educational seminars and newsletters. Investment programs are implemented primarily by recommending and allocating client assets into portfolios constructed and monitored by third‑party sub‑advisers and technology platforms, with clients able to impose reasonable investment restrictions. While the brochure reports discretionary assets, the firm’s structure—where clients select or approve sub‑advised portfolios and F3 may be granted discretion only for limited functions—means many relationships involve significant client‑directed (non‑discretionary) elements. Distinctive features disclosed in the brochure include that the firm’s managing member is a licensed insurance producer and may recommend life, annuity, disability, and long‑term care products for which additional compensation may be received. The firm’s compensation is routed through its sub‑adviser arrangements (the sub‑adviser bills clients and remits the firm’s portion), and financial planning for advisory clients is provided at no additional charge while standalone plans are offered for fixed fees.

To learn more about the advisors currently working at F3 Wealth Management, 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.