A complete list of active advisors currently associated with Finomenon Investments LLC
Warmer can help you find a great advisor at Finomenon Investments LLC or one who fits your needs even better.
Finomenon Investments provides fee‑only investment management and financial planning to individuals, high‑net‑worth clients, charitable organizations, and businesses; the firm currently manages about $3.1 million for a small client base with two advisory staff. Its services include discretionary and non‑discretionary portfolio management, both ongoing and project‑based financial planning, and public educational seminars and speaking engagements. The firm’s investment approach centers on tailored asset allocation using a blend of fundamental analysis, mutual fund/ETF evaluation, and a combination of passive and active strategies, with the option to incorporate socially responsible (ESG) criteria when clients request it. Managed accounts are reviewed on a periodic basis (quarterly for investment management), clients may impose reasonable written restrictions, and the firm may operate under limited discretionary authority when agreed. Noteworthy distinctions include a compact organizational structure with a single principal supervising firm activities alongside one associate, which the brochure describes as providing principal‑level oversight across a limited client roster and modest AUM. The firm also offers educational seminars and speaking engagements—an uncommon service among peers—and discloses the principal’s outside roles (a separate investment vehicle CIO role and nonprofit fundraising positions) as non‑conflicting activities.
To learn more about the advisors currently working at Finomenon Investments 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 |
|---|---|---|
Kirkland, WA
| 0
| |
Kirkland, WA
| 2
|
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)