A complete list of active advisors currently associated with Fern Financial Group, LLC
Warmer can help you find a great advisor at Fern Financial Group, LLC or one who fits your needs even better.
Fern Financial Group, LLC is a supported registered investment adviser managing roughly $63 million for about 77 clients, primarily individuals and high-net-worth households, and it also provides retirement plan consulting. The firm offers discretionary portfolio management (delivered primarily through the AssetMark Advisor Managed Portfolios platform), financial planning, and family office and wealth planning services. Fern Financial describes an open‑architecture investment approach that relies on model portfolios, ETFs and individual equities and that may allocate client assets to third‑party discretionary managers on the AssetMark platform; financial planning is provided at no additional charge to portfolio management and family office clients. The firm also sponsors and advises a private pooled vehicle, Chloris Opportunity Fund I, and integrates private-equity and venture-style investments into its broader advisory offering when suitable for a client. Distinctive features include its role as sponsor and general partner of a private fund that employs performance-based compensation and focuses on private investments in biotechnology and lab diagnostics, a structure that the firm discloses may create side‑by‑side management considerations. The brochure also discloses operational and affiliation details that are less common among peers of its size — including an affiliated accounting practice, licensed insurance activity by firm personnel, and specific commercial arrangements and potential conflicts tied to use of the AssetMark platform and third‑party managers.
To learn more about the advisors currently working at Fern Financial Group, 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.
Name |
Location |
Years of experience |
|---|---|---|
Mesa, AZ
| 6
| |
Lawrence, KS
| 2
|
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