A complete list of active advisors currently associated with Five Talent Financial LLC

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

Five Talent Financial LLC provides advisory services to individuals, business owners, high-net-worth families, trusts, and small businesses, offering comprehensive financial planning, ongoing portfolio management for individual accounts, and tax preparation and tax-planning services provided under an active CPA license held by a firm co-founder. The firm also offers a separate, dedicated options income strategy to eligible accredited investors on a selective basis. The firm’s approach is holistic and goal-based, developing personalized financial plans that guide strategic asset allocation, periodic rebalancing, and either discretionary or non-discretionary management depending on client preference. It offers standalone financial planning billed on an hourly basis and integrates tax planning with ongoing investment advice, while tax preparation is billed separately and coordinated with clients’ broader financial plans. Distinctive elements for this newly registered, state-licensed adviser include an in‑house CPA delivering tax preparation and proactive tax planning alongside investment services — a combination that is uncommon among peers with similar registration status — and a performance-based, high-water‑mark options advisory service limited to accredited investors. The firm also discloses passive minority owners, one of whom is affiliated with an independent accounting practice, and does not serve as a private fund adviser.

To learn more about the advisors currently working at Five Talent Financial 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
Carter Rose	Murray, KY	0

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