Featherstone Investment Advisory
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$11,127,393
Clients
24
50% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
24
TypicalAverage account size
$463,641
About
The firm provides ongoing portfolio management to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities, and also offers pension consulting services for employee benefit plans such as 401(k)s. Services include creating written Investment Policy Statements, managing portfolios on a discretionary basis, and advising on plan-level matters like investment option selection and vendor recommendations.
Its investment approach combines fundamental and technical analysis and generally focuses on mutual funds, ETFs, equities, and fixed income, while also employing long-term trading and options strategies where appropriate. The firm documents client risk tolerance in an IPS, conducts regular portfolio monitoring, and delivers custodian-backed reports at least quarterly with monthly internal reviews.
What is distinctive is the explicit pension consulting practice — including written pension consulting plans, manager identification and monitoring, and recommendations for custodians and administrators — a service offered by a minority of independent advisers. The firm manages roughly $11.1 million across a limited number of client relationships, which the brochure indicates is structured to allow dedicated oversight of both individual portfolios and plan-level consulting.
Client services
Portfolio management
Pension consulting
Expertise
Options & derivatives strategies
Active portfolio management
Fee options
$0 - $499,999: 1.80% $500,000+: 1.20%
Account minimum: $250,000 (may be waived)
Main office location
Featherstone Investment Advisory
Palm Beach Gardens FL, United States
Number of offices
2
Most active in
Featherstone Investment Advisory has reported serving >5 clients in these states in the last 12 months.
Florida · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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.
Discover
Compare top advisor firms by metric, firm size, and location.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
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. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")