A complete list of active advisors currently associated with FIDENT Financial, LLC

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

Fident Financial provides fee‑only financial planning and discretionary investment management to individuals, high‑net‑worth clients, and business entities, and also advises employer‑sponsored retirement plans. In addition to standard portfolio management and AUM‑based billing, the firm offers project‑focused and comprehensive planning engagements tailored to client needs. The firm emphasizes passive portfolio construction using low‑cost index mutual funds and ETFs, with supplemental factor exposures such as value, momentum, and smaller‑capitalization tilts. Fident operates under a stated fiduciary standard and integrates financial planning into its investment oversight, offering both limited‑term fixed‑fee projects and an ongoing subscription model for continuous access and plan monitoring. What is distinctive is the firm’s pension consulting program and its participant‑focused “microplanning” service, which pairs plan‑level advisory and fund selection work for sponsors with 30‑minute, one‑on‑one meetings for employees held twice a year. Fident is fee‑only and unaffiliated with product sellers, and it combines plan education, performance monitoring, and individualized microplanning for participants—an offering that is less common among similarly sized independent advisers.

To learn more about the advisors currently working at FIDENT 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.