A complete list of active advisors currently associated with FinCrafters Advisory LLC

Warmer can help you find a great advisor at FinCrafters Advisory LLC or one who fits your needs even better.

FinCrafters Advisory LLC provides discretionary and non‑discretionary asset management, financial planning, and retirement plan advisory services to high‑net‑worth individuals and business clients. The firm charges percentage‑of‑AUM fees and offers ongoing portfolio management, and for qualifying accounts includes comprehensive financial planning and individual tax preparation as part of its asset management services. The firm’s investment process combines fundamental and technical analysis, Modern Portfolio Theory, charting and cyclical methods, and it may use sub‑advisors and model portfolios while performing quarterly reviews and rebalancing. Strategies noted in the brochure include long‑ and short‑term positions, options and other derivatives (including structured notes), and evaluation of alternative investments with a separate flat fee for alternative‑investment due diligence and monitoring. Notable distinctions compared with many peers are its explicit ERISA consulting and fiduciary roles (offering both 3(21) and 3(38) plan services), an affiliated insurance and related services business that generates commission compensation, and regular production of educational materials and newsletters. The firm also operates with a very limited client base and discloses its non‑advisory businesses (insurance, tax, notary, and technology consulting) and related conflicts of interest along with procedures intended to address them.

To learn more about the advisors currently working at FinCrafters Advisory 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.