A complete list of active advisors currently associated with Homan Financial Services LLC
Warmer can help you find a great advisor at Homan Financial Services LLC or one who fits your needs even better.
Homan Financial Services LLC is a fee-only registered investment adviser offering comprehensive personal financial planning and, for clients who elect it, discretionary investment management; the firm also provides separate business financial advisory services (fractional CFO and bookkeeping) that are contracted and billed apart from the investment advisory agreement. The firm’s stated target client is a dual-income household typically aged 25–40 with combined income between $100,000 and $300,000, though its tiered subscription model is designed to accommodate both building households and higher-complexity households without imposing an account minimum. Advisory services are delivered through a subscription-based, flat-fee model that bundles planning and optional discretionary portfolio management, and the firm uses a proprietary web-based planning platform (hosted on Supabase and Vercel) as its primary client portal and documentation hub. Investment approach is passive-first and broadly diversified, grounded in modern portfolio theory (the brochure notes roughly 90% of client assets are intended for passive index funds and ETFs), with custodial services provided through Altruist and rebalancing performed on a threshold and periodic review basis. Distinctive features include the flat subscription pricing that includes optional discretionary management rather than an asset-based fee, the firm’s explicit accommodation of both non‑high-net-worth and higher-net-worth individuals despite being a new, no-AUM advisory, and the separation of investment advisory services from a business-services division that currently constitutes the firm’s primary business activity. The brochure also discloses the firm does not act as a private fund adviser and sets out written policies to address conflicts when advisory clients also engage its paid fractional CFO or bookkeeping services.
To learn more about the advisors currently working at Homan Financial Services 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 |
|---|---|---|
Arlington, TX
| 0
|
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 introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)