A complete list of active advisors currently associated with Fruitage Financial LLC

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

Fruitage Financial provides investment management and planning services to individuals (including high-net-worth clients), pension and profit-sharing plans, charitable organizations, corporations, and other advisers. Services described in the brochure include ongoing portfolio management, comprehensive and subscription financial planning, pension consulting for 3(21)/3(38) plans, financial consulting, and estate planning assistance delivered via a third‑party platform. The firm operates as a fee-only fiduciary and documents client objectives and risk tolerance in an Investment Policy Statement that guides portfolio construction and monitoring. Investment implementation blends modern portfolio theory with both passive and active vehicles and draws on fundamental, technical, cyclical, and charting analysis; trading for most client accounts is conducted on a non‑discretionary basis, while third‑party platforms used by the firm may exercise discretionary authority for certain accounts. Compared with many peers, Fruitage Financial reports the bulk of its regulatory AUM as non‑discretionary (the brochure discloses about $83.4 million in non‑discretionary AUM), a practice that is relatively uncommon among supported firms and means clients typically approve trades before execution. The firm also uses third‑party managers and institutional platforms (AssetMark/SEI) and employs a third‑party estate‑planning technology, and its principal holds the CFA charter, which is a professional credential noted in the brochure.

To learn more about the advisors currently working at Fruitage 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.