A complete list of active advisors currently associated with Fluent Financial, LLC

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

Fluent Financial is a registered investment adviser that serves individuals (including high‑net‑worth clients), trusts, pension plans, and business entities. The firm manages roughly $330 million on a discretionary basis and offers asset management exclusively through wrap‑fee accounts along with financial planning and pension consulting, including participant education. The firm manages client portfolios on an individualized basis within its wrap program and describes the use of a range of strategies—from long‑term purchases to short‑term trading—guided by fundamental, technical and cyclical analysis and periodic third‑party manager due diligence. Fluent’s brochure discloses that portfolio management may include margin (borrowing) transactions and options activity where appropriate to a client’s objectives and risk tolerance. Noteworthy items in the brochure include its wrap‑fee‑only model combined with explicit disclosure of borrowing and derivative strategies in managed accounts and a formal offering of pension plan participant education and consulting to plan sponsors. The firm also disclosed a recent material change terminating a prior broker‑dealer relationship and directs clients to a separate Wrap Fee Program Brochure for more detail on its wrap sponsorship and program practices.

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