A complete list of active advisors currently associated with Livingston & Associates, Ltd.
Warmer can help you find a great advisor at Livingston & Associates, Ltd. or one who fits your needs even better.
The firm is a single-advisor independent wealth manager serving primarily individual clients (including some high-net-worth households) and a limited number of corporate retirement-plan clients, with approximately $20.56 million in assets under management and a small client base. It provides portfolio management, comprehensive and specific-area financial planning, asset-protection/insurance offerings, and occasional business consulting engagements. The advisor manages accounts on a non-discretionary basis and emphasizes a passive-management discipline: developing an investment policy statement, maintaining target asset allocations, and rebalancing rather than active trading. Custody is provided through Charles Schwab and the firm requires a $1,000,000 minimum for Schwab accounts while offering hourly consulting or alternative services for smaller relationships. What distinguishes the firm from many peers is its role as an insurance broker/agent and its receipt of commissions for insurance and annuity products sold off the Schwab platform, with those commissions excluded from AUM and not combined with asset-based fees for the same product. The practice also maintains third-party strategic relationships for legal, accounting and banking services and provides managerial consulting on a fee-for-service basis, reflecting a broader scope of non‑investment offerings than is typical for similarly sized independent advisors.
To learn more about the advisors currently working at Livingston & Associates, Ltd., 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 |
|---|---|---|
Wildwood, MO
| 24
|
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")