A complete list of active advisors currently associated with Gugle Wealth Advisory

Warmer can help you find a great advisor at Gugle Wealth Advisory or one who fits your needs even better.

Gugle Wealth Advisory is a fee-only registered investment adviser that provides discretionary wealth management and comprehensive financial planning to a small roster of individual clients, including high-net-worth individuals. Services cover portfolio management across stocks, bonds, mutual funds, ETFs and cash equivalents, along with retirement planning, tax-aware strategies, estate planning, college savings, business planning, and risk management. The firm builds individualized investment policies with target asset allocations and implements a blend of passive and active strategies informed by fundamental analysis and mutual fund/ETF due diligence. Accounts are typically managed on a discretionary basis with regular reviews and the ability for clients to impose reasonable, written restrictions on holdings or sectors. What distinguishes the firm from many peers is its departure from the typical percentage-of-assets billing model—opting instead for a fixed advisory fee structure—and its practice of directing clients to a recommended institutional custodian for account custody. The adviser also emphasizes specialized planning capabilities (including tax-focused and divorce-related financial analysis) and manages a multi-million-dollar asset base across a relatively small number of client relationships, which shapes a highly personalized service approach.

To learn more about the advisors currently working at Gugle Wealth Advisory, 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.