A complete list of active advisors currently associated with Kolb Wealth Management, LLC

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

Kolb Wealth Management, LLC is a recently established advisory firm that offers non‑discretionary asset management for individual clients and facilitates access to third‑party money managers. In its initial Form ADV filing the firm reports no assets under management and no client accounts. The firm documents client goals and risk tolerances, uses tools such as Monte Carlo analysis in planning, and requires prior client approval before executing transactions. When appropriate, it recommends and places clients with third‑party managers, acts as a liaison, and monitors those managers’ performance while receiving an ongoing portion of the TPM advisory fees. Distinctive features include an affiliated insurance business whose principals are licensed insurance agents and receive commissions for insurance sales, and a disclosed incentive arrangement with a recommended TPM that can provide additional compensation as assets move to that TPM. The firm also discloses that it will not vote client proxies (clients retain proxy voting) and identifies these affiliations and referral arrangements as potential conflicts that it says are mitigated by disclosures and its fiduciary duty.

To learn more about the advisors currently working at Kolb Wealth Management, 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.