A complete list of active advisors currently associated with Honest Wealth LLC
Warmer can help you find a great advisor at Honest Wealth LLC or one who fits your needs even better.
The firm is a fee-only, independent investment adviser operating as a solo practice that provides discretionary and non-discretionary portfolio management and related financial planning primarily for individual investors, with additional work for trusts, estates and retirement plans. In addition to typical household accounts, the firm directly serves pension and profit-sharing plans and other employer-sponsored retirement arrangements. The firm bases client programs on documented investment policy statements and risk tolerances, using a mix of fundamental and technical analysis to inform security selection and asset allocation. For retirement-plan clients it can act as either a limited-scope ERISA 3(21) adviser or a fully discretionary 3(38) investment manager, and it provides plan monitoring, participant education and periodic reporting; the firm also holds public seminars and workshops for educational purposes. Compared with peers of similar size, the firm’s combination of small-practice wealth management and active pension consulting is atypical, and it uses established record-keepers (for example, John Hancock, Transamerica, Paychex and PCS Retirement) when administering plan services. The firm’s principal maintains a separate insurance practice and offers insurance products outside the advisory entity (a relationship disclosed in the brochure), and the firm recently removed services for variable annuities as a material change to its offering.
To learn more about the advisors currently working at Honest Wealth 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 |
|---|---|---|
Irvine, CA
| 17
|
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