A complete list of active advisors currently associated with Fee-Only Financial Advisors, LLC

Warmer can help you find a great advisor at Fee-Only Financial Advisors, LLC or one who fits your needs even better.

Fee-Only Financial Advisors, LLC is a solitary, fee-only registered investment adviser that serves a small number of individual clients as well as trusts, estates and corporate/business clients, managing roughly $25.7 million across 17 client relationships. The firm offers ongoing portfolio management and wealth management (which combines investment management with ongoing financial planning), in addition to standalone financial planning and hourly consulting. The firm’s investment approach is grounded in academic research, Modern Portfolio Theory and the Efficient Market Hypothesis, using diversified asset allocation across institutional mutual funds, ETFs, fixed income and selected individual equities tailored to each client’s goals, time horizon and risk tolerance; it manages both discretionary and non‑discretionary accounts. For taxable accounts the firm applies tax-aware practices such as tax-lot management and loss harvesting, and—uncommonly for peers—makes available a credit toward personal income tax preparation through an affiliated CPA firm for certain wealth management clients. What is distinctive about this advisor compared with many independent solo practitioners is the adviser’s outside-business affiliations and service mix: the firm discloses an affiliated public accounting practice, a family real‑estate holding company, and the principal’s operational role with a private business, and it accepts corporate/business clients in addition to individuals. Those affiliations and the availability of coordinated tax preparation services are specifically disclosed in the Form ADV and the firm notes clients are not required to use the affiliated CPA, with policies intended to address potential conflicts of interest.

To learn more about the advisors currently working at Fee-Only Financial 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.