A complete list of active advisors currently associated with Finnestad Financial

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

Finnestad Financial provides fee-only investment advisory services to individuals as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm delivers discretionary portfolio management with ongoing monitoring and investment advice tailored to each client's objectives and risk tolerance. The adviser employs a mix of methods — including fundamental and technical analysis, charting, cyclical analysis, modern portfolio theory, long- and short-term trading, and option writing — and implements portfolios with periodic rebalancing and client-directed restrictions. Tax efficiency is not the primary focus of portfolio construction, and clients are advised to consult tax professionals for tax-sensitive decisions. The firm manages approximately $13.6 million across a small client base of about 20 accounts, resulting in a low advisor-to-client ratio compared with many peers. Finnestad Financial routinely requires clients to custody assets at Charles Schwab, does not vote client proxies, and generally relies on custodian account statements rather than providing additional written reports — practices that can affect trade execution choices and give rise to conflicts related to custodial services and benefits.

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