A complete list of active advisors currently associated with Fruit of the Vine Financial, LLC

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

Fruit of the Vine Financial, LLC is a fee-only independent investment adviser that serves individuals, high‑net‑worth clients, and employer retirement plans. The firm provides discretionary investment management, comprehensive and project-based financial planning, retirement plan consulting and management, and educational seminars. The firm builds portfolios using asset-allocation principles and a mix of passive and active strategies across stocks, bonds, mutual funds, ETFs and certain alternative funds, typically managing accounts on a discretionary basis while permitting reasonable client-imposed restrictions. It offers a Biblically Responsible Investing option and may implement strategies via model portfolios available through its custodian platform. Noteworthy features include a small client roster (nine clients) with about $8.41 million in assets under management, yielding a relatively high average account size per client, and a principal who holds multiple professional credentials (CFP®, CIMA®, RICP®, and Enrolled Agent). The firm provides ERISA plan management with discretionary authority, participates in the Altruist institutional and model marketplace (including the Altruist One service) and discloses that arrangement and related conflicts of interest, and it executes client trades on an individual rather than block-trade basis.

To learn more about the advisors currently working at Fruit of the Vine 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.

Name	Location	Years of experience
Della Stegall	New Braunfels, TX	9

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