A complete list of active advisors currently associated with Kaizerman & Associates, LLC

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

Kaizerman & Associates, LLC is a state-registered advisory firm that serves individual and high‑net‑worth clients, as well as trusts, charitable organizations, and small businesses. The firm offers non‑discretionary portfolio management through its RASA 044 accounts, along with comprehensive and ongoing financial planning, consulting, and a maintained Beneficiary Directory service. The firm documents client objectives, time horizons, tax considerations, and risk tolerance during an initial planning process and manages accounts on a non‑discretionary basis, obtaining client approval before executing transactions and reviewing accounts at least annually. Kaizerman & Associates’ investment work draws on fundamental, technical, and asset‑allocation analysis and may include mutual funds, ETFs, options and other securities as appropriate to client aims. What is distinctive about the firm is that essentially all assets under management are handled non‑discretionarily, so clients retain trade approval rather than delegating execution authority, and several advisers maintain dual registrations as broker‑dealers and insurance agents and may offer commissionable products alongside advisory services; the brochure notes disclosures and supervisory procedures intended to address those conflicts. The firm manages roughly $26.4 million for a small client base and combines CFP/EA/CAIA‑designated staff with services such as tax preparation support and the office‑maintained Beneficiary Directory, which is not commonly offered by peers.

To learn more about the advisors currently working at Kaizerman & 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.