A complete list of active advisors currently associated with Factor Wealth Management

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

Factor Wealth Management Ltd. serves individuals, high-net-worth clients, business entities, charitable organizations, and pension and profit-sharing plans with discretionary and non-discretionary investment management, financial planning, pension consulting, and third-party adviser selection. The firm charges asset-based advisory fees and also offers standalone financial planning and retirement-plan consulting engagements. The firm follows a long-term, systematic, risk-based approach that emphasizes broad global diversification using no-load mutual funds, ETFs, individual stocks, corporate and municipal bonds, and U.S. government securities, with a focus on managing portfolio turnover, trading costs, and investor behavior. Notably, Adviser may implement borrowing in separately managed accounts (margin), and its fee calculations exclude outstanding margin balances and cash, a practice that is less common among peer teams. Factor Wealth manages approximately $781 million in client assets with a four-advisor team and generally requires a $1,000,000 account minimum, reflecting a relatively large AUM concentration for a small team. Recent material changes include a legal name change from Clune & Associates to Factor Wealth Management Ltd., and the firm limits certain authorities—such as not accepting proxy voting—while using third-party custodial and advisory platforms to support its services.

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