A complete list of active advisors currently associated with Fullerton Advisors, LLC

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

The firm serves individuals, trusts, estates, and also accepts assignments from charitable organizations, pension and profit-sharing plans, and corporate or other business entities. Services include discretionary and non-discretionary portfolio management, broad-based and modular financial planning, and limited pension consulting for qualified plans. Investment decisions are implemented through diversified asset-allocation portfolios built primarily with exchange-traded funds and mutual funds, using fundamental and cyclical analysis to set allocations and guide rebalancing; the firm gathers client risk tolerance and financial information at onboarding and conducts ongoing monitoring with formal quarterly reviews. The adviser typically operates under discretionary authority for retail accounts but also offers non-discretionary arrangements and hourly or fixed-fee planning engagements. What is noteworthy about this solo-practitioner practice is the mix of client types and services that are less common among independent peers — specifically serving charitable organizations and corporate clients and offering pension-plan consulting and plan investment-menu analysis. The principal holds CFP certification, the firm recently transitioned to SEC registration, and it manages roughly $120 million across about 69 client relationships while generally recommending a major institutional custodian for custody and trade execution.

To learn more about the advisors currently working at Fullerton Advisors, 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.