A complete list of active advisors currently associated with Financial Positioning System, Inc

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

Financial Positioning System, Inc provides investment advisory and financial planning services to individual clients, with a primary focus on portfolio management and ongoing reviews. Like many independent advisers, the firm commonly charges fees based on assets under management while delivering personalized planning services. The firm’s investment adviser representative has technical and financial credentials — including engineering and nuclear engineering degrees and an MBA — and prior experience at broker-dealers and other financial firms, which the brochure cites as part of its professional background. The firm reports that its principal oversees firm activities and follows written policies and procedures, including a code of ethics and regulatory compliance processes. The brochure discloses a few features that are uncommon among peers: the firm may offer subscription-fee arrangements in addition to AUM-based billing and publishes periodicals or newsletters for clients. It also notes that a licensed insurance agent associated with the firm may offer commissionable insurance products, a potential conflict of interest that is disclosed to clients, and the firm manages a relatively small client roster and asset base compared with larger advisers.

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