A complete list of active advisors currently associated with High Tide Advisory LLC

Warmer can help you find a great advisor at High Tide Advisory LLC or one who fits your needs even better.

High Tide Advisory LLC provides non‑discretionary portfolio management and financial planning to individuals, families, businesses, and employer‑sponsored retirement plans. Its services include plan‑based asset allocation, rollover and account‑type analysis, tax‑aware planning, insurance‑planning and estate‑planning coordination, and business retirement‑plan consulting. The firm implements recommendations primarily through third‑party model portfolios (ETF‑ and index‑oriented models and, where appropriate, direct‑index sleeves) available via a model marketplace, and it requires written client approval before communicating trades to the recommended custodian. It follows a strategic, long‑term allocation approach, monitors approved models on an ongoing basis, and permits client‑approved standing platform authorizations for automated rebalancing and authorized tax‑loss harvesting. The brochure discloses affiliated entities that offer tax‑preparation services and insurance placement, and that the firm’s principal allocates material time to those affiliates; HTA uses separate agreements, disclosure, and client choice to address the related conflicts. The firm also states it bears model‑marketplace and household subscription charges for recommended models (reimbursing clients if a charge is applied to an account) and may provide periodic planning, performance, or recommendation reports to clients.

To learn more about the advisors currently working at High Tide Advisory 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.