A complete list of active advisors currently associated with Magnus Financials LLC

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

The firm serves individual investors and small businesses, offering financial planning, non‑discretionary portfolio advisory for individuals and small businesses, and targeted financial consulting such as small‑business valuation work. It also provides educational seminars and workshops in a small‑group format and maintains a referral program to connect clients with outside specialists when needs fall outside the firm’s services. The firm’s investment approach centers on strategic asset allocation supported by top‑down and fundamental analysis, with target allocations set collaboratively and periodic (quarterly) reviews to rebalance and update recommendations. Advice is delivered on a non‑discretionary basis—clients retain custody of assets and implement trades themselves—and the firm documents and tailors recommendations to client restrictions and stated preferences. Distinctive features include a mix of billing arrangements (hourly, firm‑fixed and flat seminar fees) rather than relying solely on asset‑based fees, and an affiliation through common ownership with a real estate brokerage and an insurance agency; the brochure discloses these related‑party relationships and describes written procedures to manage resulting conflicts. The firm is newly organized in 2026, offers portfolio advisory services without taking custody or discretionary authority, and does not act as a private‑fund adviser.

To learn more about the advisors currently working at Magnus Financials 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
Girish Gupte	Chantilly, VA	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.

Find your advisor

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. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence. Show more

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation. Show more

We review transparently

Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you. Show more

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you.

Our ongoing support