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 serves individuals, families, trusts, charitable organizations, businesses and pension plans, providing discretionary investment management and separate non-discretionary consulting engagements. The firm describes a discovery-based process that collects client financial data and preferences, produces a customized plan for investment implementation, and makes referrals for estate-document preparation when appropriate. Portfolios are constructed to match each client’s objectives and risk profile, with asset-allocation models that emphasize value and momentum and with the option to use third‑party managers. FLFS monitors accounts on an ongoing basis, may rebalance or transition legacy holdings over time, and pursues cost-aware choices such as converting mutual fund share classes when feasible. What distinguishes FLFS from many peers is its use of performance‑based fee arrangements for qualified clients (structured with a high‑water mark) and its participation in Dunham-sponsored allocation programs where performance fees may be shared with the program sponsor. The firm also offers hourly consulting as a distinct service line and discloses dual‑registration with LPL Financial and other compensation arrangements that it identifies and attempts to mitigate through disclosures and its Code of Ethics.

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.