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

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

The firm is a newly organized state-registered investment adviser that intends to serve individuals, high-net-worth clients, families/households, retirement plans, and other entities with financial planning, retirement planning, and portfolio management tailored to individual needs. Its services explicitly include standalone financial planning, retirement scenario modeling, and individualized portfolio management for personal accounts, with plans to document objectives in an Investment Policy Statement. Investment advice is provided on a non-discretionary basis, using fundamental analysis and strategic asset allocation, and may incorporate ESG-focused strategies and tailored portfolios; accounts are reviewed periodically and held at qualified custodians so the firm does not take custody of client assets. The firm emphasizes client approval of transactions, provides quarterly reviews and reporting, and may refer clients to third-party insurance professionals without receiving commissions. What is notable about the firm is its offering of flat, fixed-fee planning and project-based pricing alongside individual portfolio management—features that are uncommon among peers in this regulatory category—and its stated decision not to act as a private fund adviser. The firm also discloses that the managing member maintains full-time employment outside the advisory business and is solely responsible for supervision and compliance, and it does not charge performance-based fees or receive outside product compensation.

To learn more about the advisors currently working at Love 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.

Name	Location	Years of experience
Cody Love	Hazlet, NJ	0

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