A complete list of active advisors currently associated with Hidden Cove Wealth Management
Warmer can help you find a great advisor at Hidden Cove Wealth Management or one who fits your needs even better.
Hidden Cove Wealth Management advises individuals (including high-net-worth clients), trusts, and retirement plans, providing discretionary private wealth management, ongoing and one-time financial planning, and retirement plan consulting. The firm manages client assets through custodial accounts and offers services that range from portfolio management to implementation assistance for held-away accounts and plan fiduciary support. The firm describes a tailored, fiduciary approach that combines ongoing portfolio management with written financial plans and periodic reviews, typically implementing diversified asset-allocation strategies informed by modern portfolio theory and manager selection. Portfolios may be managed directly or through recommended Independent Managers via SMAs and UMAs, and the firm monitors and rebalances accounts on an ongoing basis. Notable distinctions disclosed in the brochure include an affiliation with an insurance agency and that certain associated persons are licensed to sell insurance and may receive commissions, a potential conflict of interest the firm acknowledges. The firm also requires clients to custody assets at Charles Schwab and/or Fidelity—relationships that provide the firm with technology and research benefits—and offers standalone financial planning engagements that can be materially higher than typical hourly work (up to $25,000), while maintaining a $2,500 minimum annual fee for wealth management rather than a stated account-size minimum.
To learn more about the advisors currently working at Hidden Cove Wealth Management, 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.
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.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
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. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")