A complete list of active advisors currently associated with Halter Ferguson Financial Inc
Warmer can help you find a great advisor at Halter Ferguson Financial Inc or one who fits your needs even better.
The firm provides fee-only financial planning and discretionary portfolio management to individuals, families, small businesses, trusts, charitable organizations and employer-sponsored plans. It also acts as investment adviser and organizer to a privately offered fund (LumaSenseye II) and uses a third‑party platform to monitor held‑away accounts such as 401(k)s and HSAs. Investment decisions are driven primarily by fundamental analysis and a client-specific investment policy statement that sets strategic asset allocation and written investment parameters. For most clients the firm pursues diversified, intermediate-to-long-term themes, while for a limited subset it offers a branded “REBELLIONAIRE” program that manages concentrated positions and selectively employs options strategies (including covered calls). The brochure discloses several uncommon features for a team firm: an ownership/affiliate relationship with an organizing entity for a private fund, an employee minority interest in a separate adviser, and explicit use of options and other derivatives in managed accounts. The materials also emphasize third‑party professional credentials and program branding, and note a generally higher minimum client relationship size, reflecting a mix of traditional advisory work and private‑fund activity that distinguishes it from many peers.
To learn more about the advisors currently working at Halter Ferguson 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.
Name |
Location |
Years of experience |
|---|---|---|
Carmel, IN
| 0
| |
Carmel, IN
| 13
| |
Carmel, IN
| 0
| |
Carmel, IN
| 20
| |
Carmel, IN
| 3
| |
Carmel, IN
| 1
| |
Carmel, IN
| 11
| |
Carmel, IN
| 2
|
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")