A complete list of active advisors currently associated with Fat Cat Financial Advisor

Warmer can help you find a great advisor at Fat Cat Financial Advisor or one who fits your needs even better.

The firm provides discretionary asset management and financial planning and consulting to individuals and high‑net‑worth clients. It charges asset‑based advisory fees for portfolio management and also offers fixed‑fee comprehensive plans and hourly consulting engagements, which align with common practices among independent advisers. Its investment approach emphasizes fundamental analysis and long‑term purchases, and the firm manages client accounts on a discretionary basis while permitting client‑imposed restrictions. Account oversight is scheduled at least quarterly and includes reviews for target allocations, rebalancing opportunities, and potential tax‑loss harvesting; financial plans are typically delivered within 30 days when clients provide required documentation. Distinctive aspects include that the firm was recently formed and reported no client assets at the date reported, and it is organized to operate with affiliated persons rather than as a traditional solo practitioner, which is less common among independent advisers. The firm’s principal holds CFP certification and prior registered‑representative experience, has recently added an alternative custodian (Altruist), and does not vote client proxies, leaving proxy voting to clients.

To learn more about the advisors currently working at Fat Cat Financial Advisor, 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.