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 serves mainly individuals and high‑net‑worth clients by providing financial planning and consulting, free educational seminars and workshops, and referrals to third‑party money managers (TPMs). The firm does not directly manage client assets or accept discretionary trading authority; instead it assists clients with TPM selection, paperwork, and delivery of TPM disclosures. The firm gathers client financial information and recommends TPMs that are registered with the SEC or state authorities, then monitors those TPMs’ performance—typically through quarterly reviews—and conveys client status changes to the TPMs. Financial planning is offered on an hourly or fixed‑fee basis, seminars are educational and offered at no charge, and clients receive account statements and trade confirmations from the TPM custodians. Distinctive features include an affiliated insurance practice—the firm’s managing member spends a substantial portion of time as a licensed insurance agent—and the firm’s business model centers on referral arrangements rather than direct portfolio management. The brochure discloses that the firm receives ongoing referral fees and participates in incentive arrangements with a TPM, a potential conflict mitigated by disclosures, client consent, and the firm’s stated fiduciary procedures; the firm also does not charge percentage‑of‑AUM fees itself and does not custody client assets or vote proxies.

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.