A complete list of active advisors currently associated with Investments Plus LLC

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

Investments Plus LLC provides ongoing portfolio management, financial planning and pension consulting to individuals, high‑net‑worth clients and employee benefit plans. The firm documents client goals and constraints in an Investment Policy Statement and offers both discretionary and non‑discretionary management along with plan‑level consulting such as investment option review and manager monitoring. Investment decisions are guided by a mix of fundamental analysis, modern portfolio theory and technical analysis, with an emphasis on asset allocation across mutual funds, ETFs, equities, fixed income (including TIPS), REITs and non‑U.S. securities. The adviser generally seeks discretionary trading authority, pursues long‑term strategies and may occasionally use margin, a practice that increases leverage and material risk. Noteworthy features include the firm’s policy not to aggregate (block) trades for multiple clients, which can lead to separate executions rather than consolidated execution prices, and the principal’s role in performing quarterly reviews for all accounts. The firm also provides both individual and pension consulting services and maintains custodial relationships (including access to Schwab institutional services) that can provide research, technology and other third‑party benefits to the adviser.

To learn more about the advisors currently working at Investments Plus 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
Amy Fields	Waco, TX	9

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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.

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