A complete list of active advisors currently associated with Insurance & Wealth Advisors, LLC.

Warmer can help you find a great advisor at Insurance & Wealth Advisors, LLC. or one who fits your needs even better.

The firm provides investment advisory and insurance-related services to individual clients and manages a relatively small asset base (about $2 million for roughly ten clients). It offers portfolio management for individuals and charges advisory fees based on a percentage of assets, a common practice among independent advisers. The firm typically handles client accounts on a primarily non-discretionary basis, meaning clients retain decision authority while the adviser implements and supports investment recommendations. In addition to advisory fees, the adviser is separately licensed to place health insurance products and may receive commissions for those sales; the brochure discloses this potential conflict and notes clients are not required to purchase insurance through the firm. A distinguishing feature is the firm’s active insurance-sales role and affiliation with an insurance intermediary, a combination that is relatively uncommon among independent advisory firms. The adviser’s long history of industry roles dating back to the early 2000s and responsibility for the firm’s advisory activities may be particularly relevant given the firm’s small client roster and the mixed advisory-and-commission compensation structure.

To learn more about the advisors currently working at Insurance & Wealth Advisors, 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.