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 is a state-registered investment adviser founded in 2025 that provides non‑discretionary portfolio recommendations, subscription or flat‑fee financial planning, and standalone consulting to individuals and businesses, including retirement‑plan and business‑owner qualified‑plan design. The firm typically produces diversified ETF model allocations and monitors progress at least annually while clients implement trades through the custodian of their choice. The firm’s investment approach draws on fundamental analysis, modern portfolio theory, tactical asset‑allocation overlays, and tax‑efficient strategies such as Roth conversions and 401(k) optimization; High Tide does not accept discretionary trading authority or custody of client assets. Fees are available as AUM tiers, fixed planning prices, project fees, and hourly consulting ($300/hour), and the firm recommends the Altruist platform to clients while allowing other custodians. High Tide is notable for its affiliated businesses: High Tide Tax Solutions LLC provides fee‑based tax preparation and year‑round tax planning, and BJB Insurance Solutions LLC operates as an insurance agency; these relationships are disclosed, governed by separate engagement letters, and identified as potential conflicts of interest. The brochure discloses the principal’s time allocation (roughly 45% advisory, 50% insurance, 5% tax oversight), the ability to share custodial tax documents with client consent to support tax work, and the availability of standalone hourly and project engagements—features that are less common among peers in this category.
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.
Name |
Location |
Years of experience |
|---|---|---|
Mount Pleasant, SC
| 0
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