A complete list of active advisors currently associated with Flattery Wealth Management LLC

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

Flattery Wealth Management serves primarily individual and high-net-worth clients, offering financial planning and discretionary investment portfolio management; the firm reports managing approximately $17.47 million across about 58 client households. Financial planning is offered on an hourly, fixed-project, or recurring basis, while investment management fees are billed as a percentage of assets under management. The firm describes a fundamental value, buy-and-hold investment approach that emphasizes setting an appropriate strategic asset allocation via a client-specific investment policy statement and periodic rebalancing. Portfolios are constructed from individual stocks, ETFs, and actively managed mutual funds, and separately managed accounts are customized to household guidelines, including the ability to retain pre-existing securities or impose investment restrictions. Noteworthy deviations from many solo independent advisers include the firm’s disclosure and advertising of performance results, and an unusually detailed treatment of cryptocurrency (bitcoin) risks with an explicit practice to limit bitcoin exposure relative to a client’s risk tolerance. The brochure also highlights operational features that differ from some peers: use of an institutional custodian platform (Altruist), a policy that clients retain proxy voting authority, and a disclosure that professional liability insurance is not currently carried for Kansas clients.

To learn more about the advisors currently working at Flattery Wealth Management 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.