A complete list of active advisors currently associated with Financial Advantage
Warmer can help you find a great advisor at Financial Advantage or one who fits your needs even better.
The firm serves individual clients and provides financial planning and investment advice, including retirement, college and insurance planning, along with ongoing portfolio management. As of December 31, 2022 it reported $22 million in assets managed on a non‑discretionary basis and also offers fee‑for‑review engagements as an alternative to asset‑based billing. Investment management emphasizes diversification through mutual funds and ETFs, with Morningstar used to rank and monitor funds and bond holdings used to reduce volatility. The firm also uses fundamental and technical inputs for selective individual stock choices (sources cited include IBD, Motley Fool, First Call and Dorsey Wright), may implement covered‑call strategies for income, and typically reviews core funds monthly with client meetings about quarterly. Distinctive features include the firm’s primarily non‑discretionary operating model and a documented practice of not exercising investment discretion for client accounts, leaving trade approvals and proxy voting to clients. The brochure also notes a small client roster, a CFP‑credentialed principal with securities registrations, custodial relationships with major custodians (e.g., Fidelity), and specific privacy and review practices that support individualized, regularly documented account oversight.
To learn more about the advisors currently working at Financial Advantage, 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.
Name |
Location |
Years of experience |
|---|---|---|
Highland Vlg, TX
| 25
|
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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
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