A complete list of active advisors currently associated with Increase Consultants LLC

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

Increase Consultants LLC advises individuals (including high‑net‑worth clients), trusts, not‑for‑profit plans, endowments, corporations and other business entities, reporting roughly 200 clients, about $14.5 million in assets under management, and a team of four advisors. Its services include discretionary and non‑discretionary portfolio management, comprehensive and hourly financial planning, family‑office style consulting, and 401(k) plan education and monitoring. The firm describes a long‑term, fundamentally driven, globally diversified investment approach, using separately managed accounts, strategic asset‑allocation targets, and quantitative optimization and risk/return tools to construct and monitor portfolios. It also offers consolidated family‑office reporting and manager‑selection work that explicitly aims to identify and reduce manager, trading and tax costs for clients. Distinctive elements in the brochure include affiliated operating entities (Increase Financial LLC and Increase Life Co. of America) and advisors holding securities and insurance licenses, with the disclosure that neither the firm nor its affiliates are registered as commodity or futures firms. The firm also notes participation in wrap‑fee programs, use of Charles Schwab Institutional custody and third‑party technology platforms, and a relatively small AUM for a multi‑advisor team.

To learn more about the advisors currently working at Increase Consultants 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.