A complete list of active advisors currently associated with Formation Wealth Management
Warmer can help you find a great advisor at Formation Wealth Management or one who fits your needs even better.
Formation Wealth Management is an independent, single-advisor registered investment adviser that manages about $41.1 million for a small roster of individual, high‑net‑worth, and business clients. The firm provides discretionary portfolio management, standalone financial planning, and retirement‑rollover advice within an ongoing wealth‑management process. Investment advice is delivered through diversified model portfolios grounded in modern portfolio theory, with primary use of mutual funds and exchange‑traded funds, a focus on long‑term purchases, and periodic rebalancing. The firm also employs special‑situations investing occasionally as a secondary strategy and monitors discretionary accounts on an ongoing basis with at least quarterly reviews. Distinctive features include a principal who is a CFP® professional with extensive institutional wealth‑management experience and prior military service, and a solo‑practitioner structure operating since 2016. Operationally, the firm routinely directs custody and execution to Charles Schwab’s institutional platform and the principal holds a separate insurance license and may recommend commissionable insurance products, both of which represent potential conflicts of interest clients should consider.
To learn more about the advisors currently working at Formation Wealth Management, 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.
Name |
Location |
Years of experience |
|---|---|---|
Ponte Vedra Beach, FL
| 23
|
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