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

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

Fleming Wealth Management, LLC provides discretionary portfolio management and financial planning to individuals (including high‑net‑worth individuals), trusts, estates, and charitable organizations; as of December 31, 2025 it reported $89,522,711 in discretionary assets under management for 18 clients. The firm also offers tax preparation services and states it does not charge advisory clients for those tax services. The firm follows a tailored, suitability‑driven process: it collects client objectives and risk tolerances, constructs and continuously monitors portfolios, and rebalances as conditions or circumstances change. Investment methods noted in the brochure include fundamental analysis, long‑ and short‑term purchases, and the use of mutual funds, ETFs, options, futures and interests in partnerships (for example, real estate and oil and gas) where appropriate, while custody and trade execution are routinely handled through Charles Schwab with aggregated trading for discretionary accounts. Compared with many independent solo advisers, the firm’s client mix and scale is atypical: a single‑advisor practice managing roughly $90 million for 18 clients implies materially larger average account sizes and an explicit emphasis on high‑net‑worth rather than non‑HNW individual clients. Additional distinguishing details in the brochure include the principal’s CFA credential and prior Big Four experience, the firm’s long operating history since 2004, and the availability of tax preparation to advisory clients at no advisory charge.

To learn more about the advisors currently working at Fleming 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.