A complete list of active advisors currently associated with FINANCIAL FILOSOPHY
Warmer can help you find a great advisor at FINANCIAL FILOSOPHY or one who fits your needs even better.
Financial filosophy is a fee-only independent advisory firm that provides personalized financial planning and investment management to individuals as well as pension/profit-sharing plans, trusts, estates, charitable organizations and small businesses. The firm operates as a solo practitioner and, per its brochure, manages approximately $5.02 million for roughly ten clients across a mix of engagement types including ongoing advisory relationships, retainers and hourly planning engagements. The firm follows a strategic asset-allocation, core-and-satellite approach that emphasizes passive index funds and ETFs as core holdings while selectively adding active funds, and it typically invests through no-load or low-load mutual funds, ETFs and, when appropriate, individual stocks and bonds. Investment advice is provided through consultation and documented investment policy statements, and the brochure notes that clients make final investment decisions — as of 5/27/2024 all assets were managed on a non-discretionary basis with trades executed under a limited power of attorney and accounts reviewed at least quarterly. What is noteworthy about this firm compared with many peers is its primarily non-discretionary asset management model, which is uncommon among independent advisers and means the advisor routinely seeks client concurrence before implementing trades. The brochure also emphasizes the firm’s fee-only structure with negotiable engagement terms, use of qualified custodians (Schwab Advisor Services), written net-worth and portfolio reporting, and formal information-security and business-continuity practices.
To learn more about the advisors currently working at FINANCIAL FILOSOPHY, 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 |
|---|---|---|
New York, NY
| 2
|
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