A complete list of active advisors currently associated with Feldman Financial Services, LLC

Warmer can help you find a great advisor at Feldman Financial Services, LLC or one who fits your needs even better.

Feldman Financial Services, LLC is a small independent advisory firm that serves primarily individual and high‑net‑worth clients, providing financial planning and consulting and making referrals to registered third‑party money managers. The firm also offers no‑cost educational seminars and workshops to the public that are explicitly educational in nature. Rather than directly managing client portfolios, the firm gathers clients’ financial information, recommends suitable third‑party managers, helps with onboarding and paperwork, and monitors those managers’ performance and quarterly reports on an ongoing basis. Financial planning is offered on an hourly or fixed‑fee basis, the firm does not accept discretionary trading authority or custody of client assets, and clients pay the third‑party managers’ advisory fees. Noteworthy aspects include an affiliated insurance practice—its principal is a licensed insurance agent who devotes approximately sixty percent of his time to insurance activities—which the brochure identifies as a potential conflict of interest addressed by disclosure and fiduciary policies. The firm’s reliance on referral fee arrangements and an incentive program with a particular third‑party manager, combined with its free public seminars and the fact that it does not directly charge asset‑based advisory fees or provide in‑house portfolio management, make its business model atypical among solo independent advisers.

To learn more about the advisors currently working at Feldman Financial Services, 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.