A complete list of active advisors currently associated with Financial Facilitators, Inc.

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

Financial Facilitators, Inc. provides investment advisory and supervisory services to individuals, corporations, trusts, and pension and profit-sharing plans, assisting clients with asset allocation, manager selection, and the paperwork needed to place assets with a broker-dealer. The firm operates as a solo registered investment adviser and generally charges fees based on a percentage of assets under management while occasionally receiving commissions. The firm uses an asset-allocation framework and a long-term perspective, relying on mutual fund managers and third‑party money managers for day‑to‑day portfolio management and incorporating additional due diligence performed by the broker‑dealer. Financial Facilitators, Inc. does not accept discretionary authority and delivers account summaries and transaction reports to clients on a monthly or quarterly basis through the custodian. What is distinctive for this firm is its principal’s primary role as a licensed CPA and Personal Financial Specialist who also owns a certified public accounting practice; the adviser provides investment services to clients of that CPA firm with disclosure of the relationship. The firm also operates under wrap‑fee agreements with certain broker‑dealers that supply administrative and brokerage services, and it reports managing approximately $12,175,000 on a non‑discretionary basis.

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