A complete list of active advisors currently associated with Finmentum LLC

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

Finmentum LLC provides customized financial planning and discretionary investment management to individuals and families, offering comprehensive plans, ongoing plan updates, and portfolio oversight. As a recently formed, single-adviser firm, it currently manages about $2.79 million across seven client households and discloses a recommended household minimum of $250,000. The firm follows a disciplined, long-term, diversified approach that emphasizes strategic asset allocation, low-cost ETFs and mutual funds, tax-efficient placement and periodic rebalancing, with tactical adjustments used when appropriate. In addition to one-time comprehensive plans, Finmentum offers an uncommon subscription-based ongoing planning service ($150–$250 per month) to provide continuous guidance. Noteworthy features for a solo independent adviser include the subscription pricing model and the provision of educational seminars and workshops at no cost to participants, both of which are relatively rare among peers. Finmentum operates as a fee-only, discretionary manager with a small, recently established client base, generally focusing on households meeting its recommended asset threshold and disclosing that it does not accept referral fees or vote client proxies.

To learn more about the advisors currently working at Finmentum 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.