A complete list of active advisors currently associated with Fleming Financial Advising

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

Fleming Financial Advising serves individual clients, including high–net-worth households, offering tailored financial planning and ongoing portfolio management on a fee‑only, fiduciary basis. The firm manages approximately $65.7 million in discretionary assets for a small client roster and provides both project-based planning and continuous advisory relationships. The firm emphasizes goal‑based, risk‑aware portfolio construction rather than pre-set model portfolios, focusing on diversification, valuation-aware allocation shifts, and long‑term perspectives. Investment implementation is limited to mutual funds, ETFs/ETNs, closed‑end funds and individual bonds/CDs (the firm does not routinely purchase individual equities, leveraged products, derivatives, options, or use margin), and employer retirement accounts are addressed through client‑directed recommendations. Distinctive features include a compact advisory team that structures engagements as hourly/limited plans, fixed retainers, or ongoing management, allowing flexibility in the scope and cadence of services. The firm requires certified planners to deliver planning advice, declines performance‑based fee arrangements, does not vote client proxies, and relies on an institutional custodian relationship that supplies operational and research support.

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