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

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

Financial Aurora provides investment advisory and planning services to a mix of individual clients (both non‑high‑net‑worth and high‑net‑worth), families, trusts, small businesses, and pension/profit‑sharing plans. The firm offers discretionary asset management, written financial planning and consulting, insurance product sales, and operates a wrap‑fee program; it manages roughly $130 million for about 220 clients, resulting in an unusually high client count per adviser for a firm of its size. The firm typically builds portfolios from mutual funds and ETFs but may recommend or trade individual equities, bonds, options, margin positions and other instruments, and states it emphasizes continuous account supervision with periodic rebalancing and annual reviews. Financial planning engagements are delivered as written reports (generally within six months) and are billed on a flat fee basis, while asset management is billed on a tiered percentage‑of‑AUM schedule; the firm also provides portfolio management services for institutional plan clients. What is noteworthy relative to peers is the combination of a solo‑practitioner model with an extensive client base and a broader service mix that includes insurance brokerage and sponsorship of a wrap‑fee program — features that are uncommon among similar advisers. The brochure discloses that the principal is licensed to sell insurance and receives customary compensation for those sales and that the firm receives a portion of wrap fees, which the firm says it discloses and manages as potential conflicts of interest.

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