A complete list of active advisors currently associated with Kubitree LLC
Warmer can help you find a great advisor at Kubitree LLC or one who fits your needs even better.
KubiTree LLC provides non‑discretionary investment advisory services and written financial planning to individual clients, including non‑high‑net‑worth investors, with no stated account minimums for its services. The firm prepares Investment Policy Statements for each client and delivers periodic written reports on market conditions and related strategies. The firm concentrates on ETFs and a range of digital assets and employs a mix of fundamental, technical, quantitative and cyclical analysis to support long‑term, short‑term, options and cryptocurrency trading. Its methods explicitly incorporate market‑timing techniques such as cyclical analysis and short‑term trading, while leaving trade execution decisions to clients rather than exercising discretionary authority. KubiTree uses flat and fixed fees instead of charging a percentage of assets under management, a pricing approach that differs from most investment managers in its regulatory category. The brochure also discloses an affiliation with a real estate brokerage (Tree Realty LLC) through the firm’s principal—real estate services are noted as not being recommended to advisory clients—which, together with acceptance of soft‑dollar benefits and a policy of not aggregating client trades, makes its business practices atypical for peers.
To learn more about the advisors currently working at Kubitree 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 |
|---|---|---|
Matthews, NC
| 0
|
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
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. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")