A complete list of active advisors currently associated with Managed Wealth Advantage, LLC
Warmer can help you find a great advisor at Managed Wealth Advantage, LLC or one who fits your needs even better.
Managed Wealth Advantage (MWA) serves individual clients by providing comprehensive financial planning and consulting and by referring investment assets to a third‑party money manager rather than directly managing portfolios. The firm’s planning work covers cash flow, retirement, tax, insurance and estate topics and it acts as a liaison between clients and the designated third‑party manager for ongoing service and paperwork. MWA’s client work centers on one‑time and ongoing advisory relationships where financial plans are produced on a fixed‑fee basis and investment management is handled exclusively by Gradient Investments, LLC; the firm uses fundamental analysis for insurance reviews and technical analysis for mutual funds and stocks. MWA does not accept discretionary trading authority or directly charge percentage‑of‑assets fees for portfolio management, instead relying on fixed planning fees and referral arrangements with the third‑party manager. Distinctive aspects disclosed in the Form ADV include the managing member’s active insurance practice and affiliations with insurance entities, an activity that the brochure states occupies more than half of his time and results in commission income; the firm identifies and discloses the resulting conflicts and mitigation measures. The firm is also notable for exclusively outsourcing investment management to a single third‑party manager and receiving an ongoing portion of that manager’s advisory fees, a referral arrangement the ADV describes as creating potential incentives that are managed through disclosures and fiduciary procedures.
To learn more about the advisors currently working at Managed Wealth Advantage, 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 |
|---|---|---|
Saint George, UT
| 15
|
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")