A complete list of active advisors currently associated with Fiat Wealth Management
Warmer can help you find a great advisor at Fiat Wealth Management or one who fits your needs even better.
Fiat Wealth Management is an SEC-registered advisory firm with roughly $517 million in assets under management and a team of advisers serving individuals (including high‑net‑worth clients), pension and profit‑sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers financial planning, discretionary portfolio management, pension consulting, estate‑planning access through a third‑party platform, and tax‑related planning and analysis. Fiat typically implements client strategies using model portfolios from third‑party model providers and, when used, sub‑advisers, and provides ongoing discretionary management with periodic rebalancing and at‑least‑annual reviews. It highlights tax‑sensitive tools in its process (including use of Holistiplan for tax planning) and offers direct indexing and other specialized products alongside more common mutual funds and ETFs, with custody recommendations centered on Schwab. Noteworthy distinctions include an affiliation with an accounting and tax practice (Fiat Tax, PLLC) — an uncommon arrangement for firms of this type — and an affiliated licensed insurance agency, both of which the firm discloses as potential conflicts of interest while noting clients are not required to use affiliated services. The firm also has relationships with private investment vehicles and offers non‑investment business coaching for industry professionals, which can create additional conflicts where firm principals have economic interests in recommended investments.
To learn more about the advisors currently working at Fiat Wealth Management, 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.
You can also browse Fiat Wealth Management's office locations.
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