A complete list of active advisors currently associated with FD Ball Investment Advisors, LLC

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

FD Ball Investment Advisors is a single‑advisor independent RIA that provides financial planning consultations and discretionary portfolio management for individual clients, covering areas such as cash‑flow, retirement, tax and estate planning. The firm implements investment programs through third‑party platforms and money managers and acts as a liaison for clients who use those managers. Portfolios are constructed and managed based on each client’s goals, time horizon and risk tolerance, with the advisor exercising discretionary trading authority and performing periodic reviews (at least quarterly) and annual meetings for third‑party managed accounts. The firm uses a mix of fundamental, technical and cyclical analysis and documents client objectives and any imposed investment restrictions in each file. Noteworthy for an independent firm of this size, the managing member maintains a licensed insurance practice and the brochure discloses that commissions from insurance product sales represent a majority of the managing member’s revenue, a potential conflict the firm says it discloses and seeks to mitigate. The firm also regularly refers clients to third‑party money managers and shares in referral/management fees, and it operates with a very small client base and modest assets under management.

To learn more about the advisors currently working at FD Ball Investment 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.