A complete list of active advisors currently associated with Komons Financial LLC

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

Komons Financial LLC provides asset management, financial planning, and recommendations of third‑party money managers to individuals, high‑net‑worth individuals, corporations, and other business entities. The firm works with both custodial accounts and held‑away retirement and health savings accounts (for example, 401(k)s and HSAs). Komons manages client relationships on both discretionary and non‑discretionary bases and describes an investment process that draws on technical analysis, modern portfolio theory, and an evidence‑based approach, with quarterly account reviews. For held‑away accounts the firm uses an order management system to implement tax‑efficient asset‑location and opportunistic rebalancing and may recommend TPMMs when a manager’s strategy better matches a client’s objectives. Distinctive features include active work with pension and profit‑sharing/401(k) plan assets and operational procedures for managing and billing held‑away accounts (including assigning fees to a taxable account when direct debiting is not possible). The firm is a solo practice managing roughly $35.7 million in client assets split between discretionary (~$19.7M) and non‑discretionary (~$16.0M) accounts, and its principal is also a licensed insurance agent who may receive insurance commissions (a disclosed conflict of interest); the firm may also receive fee shares from recommended TPMMs.

To learn more about the advisors currently working at Komons Financial 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.