A complete list of active advisors currently associated with J.S. Replogle & Associates LLC

Warmer can help you find a great advisor at J.S. Replogle & Associates LLC or one who fits your needs even better.

J.S. Replogle & Associates LLC provides discretionary portfolio management and financial consulting to individual and high‑net‑worth clients, managing roughly $40 million across about 90 accounts. Services include ongoing portfolio management using equities, ETFs, REITs, CDs, and money market funds, as well as targeted consulting (notably deferred charitable gift planning such as Charitable Remainder Trusts). The firm’s investment process blends fundamental and technical methods — including charting, cyclical analysis, and Modern Portfolio Theory — and may implement model portfolios developed by unaffiliated managers. Clients in model portfolios generally cannot restrict specific holdings within the model, and the firm emphasizes low-cost implementation while arranging custody and trade execution through a designated custodian. Several operational features distinguish the firm from many peers: it routinely requires clients to direct brokerage to a single custodian (Axos), uses household aggregation to determine fee breakpoints, and charges a one‑time onboarding fee that is waived for accounts above $1 million (or in certain discretionary cases). The firm does not accept performance‑based fees, does not participate in wrap programs, and provides both discretionary management and hourly financial consulting services.

To learn more about the advisors currently working at J.S. Replogle & Associates 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.