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

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

The firm provides discretionary investment management and ongoing financial planning to individual and high-net-worth clients. It operates on a fee-only basis and generally charges percentage-of-assets fees for portfolio management while offering an ongoing, recurring fixed-fee financial planning option. The firm’s investment process is asset-allocation driven and informed by Modern Portfolio Theory, blending passive and active funds and, when appropriate, outsourcing portions of portfolios to outside managers or subscribing to third‑party model portfolios. Accounts are typically managed on a discretionary basis with quarterly reviews and long-term holding horizons; clients may impose reasonable written restrictions on investments. Compared with many peers, the adviser is newly registered and manages a small client roster with modest assets under management, and the firm is led by a principal whose background includes capital‑markets and secondary‑loan trading and registered‑representative experience. The firm also uses institutional platform features — including access to a model marketplace, the ability to debit fees directly, and the operational option to use standing letters of authorization — and it does not accept commissions for client recommendations.

To learn more about the advisors currently working at FamilyRoot 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.