A complete list of active advisors currently associated with Fidare Wealth Solutions LLC

Warmer can help you find a great advisor at Fidare Wealth Solutions LLC or one who fits your needs even better.

The firm provides investment advisory and financial planning services to individuals and high‑net‑worth individuals through managed accounts and consulting engagements. It works with clients under an account minimum and offers discretionary asset management across cash, equities, mutual funds, bonds, annuities and written investment strategies. Investment advice is tailored to each client’s objectives, time horizon and risk tolerance, and the firm employs a mix of asset allocation, dollar‑cost averaging, technical analysis, and both long‑ and short‑term trading approaches. Accounts are reviewed at least quarterly by the firm’s principal reviewer, the firm recommends clients use an independent custodian with which it has a relationship, and it emphasizes ongoing tax coordination and due diligence of service providers (including those that use artificial intelligence). Noteworthy for a firm of its size, ownership and investment oversight are concentrated in the firm’s owner who serves as the sole investment advisory representative and primary reviewer of client accounts, a structure that is uncommon among peers. The principal also maintains CFP, CPFA and CDFA credentials and is a licensed insurance agent who may offer commissionable insurance products (up to 30% of their time), a combination that signals specialized capabilities (e.g., divorce financial analysis) and potential ancillary conflicts disclosed in the brochure.

To learn more about the advisors currently working at Fidare Wealth Solutions 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.