A complete list of active advisors currently associated with Fingage Advisors LLC
Warmer can help you find a great advisor at Fingage Advisors LLC or one who fits your needs even better.
Fingage Advisors provides retirement-focused investment advice and portfolio management to individual investors and retirement plan participants through an online client agreement. Services include personalized glidepaths, simulated retirement readiness forecasts, and portfolio recommendations constructed from plan investment options or the broader mutual fund/ETF universe. The firm’s investment process applies modern portfolio concepts alongside proprietary modeling—large Monte Carlo simulations and a GARCH-based risk model—to design goal-based glidepaths intended to maximize expected retirement wealth and reduce income shortfall risk. Implementation emphasizes representative ETFs or funds that balance liquidity, low tracking error, and cost, with continuous monitoring and periodic rebalance recommendations delivered via the site. What distinguishes Fingage from many peers is its internet-only delivery model and the fact that a substantial portion of assets are managed on a non-discretionary basis, which means many clients receive guidance but retain trading control unless they opt into automatic rebalancing. The adviser licenses its technology from its parent and also supports sub-advisory or white-label arrangements, positioning the firm as a technology-driven provider to both retail investors and financial institutions.
To learn more about the advisors currently working at Fingage Advisors 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.
Name |
Location |
Years of experience |
|---|---|---|
San Francisco, CA
| 10
|
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