A complete list of active advisors currently associated with FHWV Financial LLC

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

FHWV Financial, LLC provides financial planning and turnkey managed-account services primarily to individual and high‑net‑worth clients. The firm primarily acts as a solicitor, referring prospective clients to third‑party registered investment advisers and implementing managed accounts through platform sponsors such as SEI and American Funds. FHWV’s advisory relationships are generally non‑discretionary: as of December 31, 2025 it reported roughly $14.8 million in non‑discretionary assets under management and no discretionary AUM. The firm tailors recommendations to clients’ goals and risk tolerance, conducts periodic reviews, and relies on third‑party program sponsors to implement investment strategies and to calculate and remit referral compensation. What is distinctive about FHWV is its close affiliation with an accounting practice — several supervised persons are CPAs who split time between FHWV Financial, LLC and FHWV, LLP — a structure the brochure highlights as uncommon among peers. The firm discloses its referral and fee‑sharing arrangements, does not take custody or proxy‑voting authority, and notes a principal with a pending broker‑dealer registration, all of which may influence how clients engage with its services.

To learn more about the advisors currently working at FHWV Financial 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.