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

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

The firm provides financial planning and investment supervisory services to individual clients, delivering personalized planning and portfolio management under CFP Board practice standards. It serves a small client base and reports approximately $5.8 million in assets under management across about 15 client relationships. The firm’s process emphasizes a collaborative planning approach: the scope of engagement is mutually defined, quantitative client information is gathered and analyzed, and recommendations are developed, implemented, and monitored according to the CFP Financial Planning Practice Standards. Advisory accounts are managed on a non‑discretionary basis — the firm does not exercise trading authority — and clients receive custody and trade confirmations directly from qualified custodians; advisory compensation is billed on an asset‑based or hourly basis. Noteworthy features disclosed in the brochure include that the firm’s manager is also a registered representative of a broker‑dealer (American Equity Investment Company) and a licensed insurance agent, and may offer variable annuities, mutual funds, and insurance products for which the manager receives commissions; the brochure states the firm does not add an advisory fee to manage those insurance policies. The combination of primarily non‑discretionary advisory services together with ongoing brokerage and insurance activities is relatively uncommon among independent advisers and is explicitly disclosed as separate, commission‑based activities.

To learn more about the advisors currently working at Financial Analytics, 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.