A complete list of active advisors currently associated with Glean Financial, Inc.

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

Glean Financial, Inc. provides discretionary and non‑discretionary asset management, financial planning, and consulting for individuals and small business owners. Founded in 2023 and operating since 2024, the firm manages roughly $20.4 million across about 79 client relationships and facilitates access to third‑party managers and sub‑advisor services. The firm tailors investment programs to each client's goals, time horizon and risk tolerance, using fundamental analysis and Modern Portfolio Theory as part of its methodology, and performs ongoing portfolio monitoring with at least quarterly reviews. Glean may implement strategies directly, appoint sub‑advisors, or refer clients to third‑party managers and serves as the liaison to monitor those managers’ performance and documentation. Notable distinctions include that the firm’s principal also operates as a licensed insurance agent and devotes approximately 20% of his time to that activity, receiving typical commission compensation for insurance sales; the brochure discloses this and describes procedures intended to mitigate the resulting conflicts of interest. The firm also has a formal referral and fee‑sharing arrangement with a third‑party manager (Gradient Investments), including an AUM‑based incentive participation, which the firm discloses as a potential conflict and states it manages through disclosure and fiduciary procedures.

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