A complete list of active advisors currently associated with Family Tree Wealth Advisors, LLC

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

Family Tree Wealth Advisors serves individual clients, including high-net-worth individuals, providing ongoing discretionary portfolio management and financial planning to a small client base with about $12.35 million in assets under management. The firm offers investment supervisory services and delivers financial planning on an hourly or one-time basis, with an account minimum typically set at $100,000 that the adviser may waive. The adviser documents each client’s objectives in a customized Investment Policy Statement and relies on fundamental analysis while employing both long‑ and short‑term trading strategies, operating with discretionary trading authority. Client work is tailored rather than model‑based: the firm takes a holistic approach that gathers extended family information (children, grandchildren, parents) to inform planning, and implementation of financial plans is left to the client unless further services are engaged. Compared with peers, the firm’s client roster is relatively small with a higher AUM‑per‑client concentration and it does not participate in wrap fee programs or accept outside sales compensation. Other notable operational features include permitting client‑directed brokerage, maintaining constructive custody only for fee deduction, and providing financial planning primarily as a one‑time deliverable with additional reports available for a fee.

To learn more about the advisors currently working at Family Tree Wealth 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.