A complete list of active advisors currently associated with Farm and Community Advisory
Warmer can help you find a great advisor at Farm and Community Advisory or one who fits your needs even better.
Farm and Community Advisory is a state-registered investment adviser that offers ongoing portfolio management, pension consulting, and financial planning to individuals, pension and profit‑sharing plans, and business entities. The firm reports a small client roster (three clients) and approximately $1.49 million in assets under management, and it may manage accounts on either a discretionary or non‑discretionary basis. The firm documents each client’s goals and risk tolerance in an Investment Policy Statement and applies a mix of analytic methods — including fundamental, quantitative, technical, cyclical analysis and modern portfolio theory — to implement long‑term trading strategies across mutual funds, equities, fixed income, ETFs, REITs, private placements and other instruments. Financial planning is often provided at no additional cost, and for non‑discretionary accounts the firm provides recommendations that require client authorization before execution. Noteworthy features include that a meaningful portion of AUM is handled on a non‑discretionary basis (about $514,840 of the reported $1.49M), a service mix that is less common among similarly supported firms, and an explicit pension consulting practice that can include discretionary or non‑discretionary management of plan assets. The brochure discloses that the firm’s principal is separately licensed to sell insurance — a potential conflict of interest the firm says it addresses through disclosure and client consent — and that the firm does not aggregate trades for multiple clients or participate in wrap‑fee programs.
To learn more about the advisors currently working at Farm and Community Advisory, 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.
Name |
Location |
Years of experience |
|---|---|---|
Los Gatos, CA
| 23
| |
Los Gatos, CA
| 0
| |
Los Gatos, CA
| 1
|
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)