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
Trista Holwager	Matthews, NC	1

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