A complete list of active advisors currently associated with HT Partners LLC

Warmer can help you find a great advisor at HT Partners LLC or one who fits your needs even better.

HT Partners provides fee-based wealth management, portfolio management, and financial planning primarily for family offices, ultra-high-net-worth and high-net-worth individuals, and related entities. Like many team firms, it charges percentage-of-AUM advisory fees and delivers ongoing portfolio management and coordinated financial planning services. The firm emphasizes customized investment programs guided by an Investment Policy Statement and asset-allocation approach that can include ETFs, mutual funds, alternatives, and illiquid direct investments or special assets when suitable for the client. HT Partners also offers structured Strategic Wealth Alignment Planning and multifamily office support, coordinating with outside legal, accounting, and risk-management professionals while managing accounts on both discretionary and non-discretionary bases. What distinguishes HT Partners from many peers is its mix of affiliated and fiduciary relationships: a principal operates an affiliated accounting firm and the firm routinely accepts trustee, executor, and private-trustee appointments and maintains relationships with trust companies that issue separate trust account statements. The firm has a disclosed regulatory history—settling with the SEC in 2016 related to inaccurate performance data from a former signal provider, including a cease-and-desist order and a $100,000 penalty—and it addresses potential conflicts through separate written agreements, disclosures, and custodial/reporting safeguards.

To learn more about the advisors currently working at HT Partners 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.