A complete list of active advisors currently associated with FLFS Advisory LLC

Warmer can help you find a great advisor at FLFS Advisory LLC or one who fits your needs even better.

FLFS Advisory LLC provides financial planning and discretionary portfolio management to a mix of individual and high-net-worth clients, as well as trusts, foundations, businesses and pension plans. Like many team firms, it combines ongoing investment management with financial planning topics such as retirement income, estate flow planning and referrals to other professionals for legal documents. The firm uses a discovery-driven process to tailor plans and then implements those plans through asset allocation, third-party managers and proprietary model programs; portfolios are managed on a discretionary basis and reviewed at least annually. Investment decisions emphasize matching allocations to client objectives and may incorporate value and momentum considerations, tax-efficiency, and transitions of legacy holdings into a client’s customized allocation. What distinguishes FLFS from most peers is its willingness to offer performance-based fee arrangements to qualified clients and to deploy Dunham-sponsored asset allocation programs that include both asset-based and performance-based fee options. The brochure also discloses potential conflicts tied to those program arrangements (including revenue sharing with the program sponsor) and to certain staff who are dually registered with LPL Financial or licensed to sell insurance, which can affect custody and product recommendations; the firm reports approximately $161.5 million in assets under management and a small team managing accounts on a discretionary basis.

To learn more about the advisors currently working at FLFS Advisory 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.