A complete list of active advisors currently associated with Ferri Investment Solutions

Warmer can help you find a great advisor at Ferri Investment Solutions or one who fits your needs even better.

The firm is an independent, solo advisory practice that serves individual clients as well as a range of institutional and nonprofit entities, including retirement plan sponsors, family offices, and trustees of foundations and endowments. It provides advice-only consulting on a fixed-fee and hourly basis, delivering portfolio reviews and written recommendations rather than managing assets, executing trades, or taking custody. The firm follows a long-term, passive investment philosophy that emphasizes low-cost, broadly diversified index mutual funds and ETFs and avoids market timing or active security selection. Engagements typically start with a document review and an in-depth consultation that result in a written opinion; implementation is the client’s responsibility or is handled through another adviser, and the firm provides ERISA-related disclosures when advising plan sponsors. Compared with peers, the firm’s filings show an unusually high client load for a single-advisor practice and a notable frequency of engagements with other advisers and various institutional and corporate entities. The principal also provides industry consulting and publishes model portfolios and books; the firm is closed to new clients and has stated it will cease operations on December 31, 2026.

To learn more about the advisors currently working at Ferri Investment Solutions, 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.