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 is a small, independent advisory firm that primarily serves individual clients with personalized financial planning and consulting on topics such as retirement, tax, estate and insurance planning. The firm does not provide continuous portfolio management itself; instead it refers clients to a single third‑party money manager and provides administrative and liaison services for those relationships. The firm’s planning work uses fundamental analysis for insurance reviews and technical analysis for mutual funds and individual stocks, and it documents client goals to tailor recommendations. For investment management, clients complete the third‑party manager’s paperwork, the firm does not accept discretionary trading authority, and account oversight and trade execution are handled by the selected manager while the firm reviews accounts periodically. Distinctive features for this firm include an affiliation with an insurance business and the firm owner’s active role as a licensed insurance agent who spends a majority of time on insurance activities and receives commissions for insurance sales, a relationship the brochure discloses as a potential conflict of interest. The firm also relies on fixed, negotiated planning fees and referral and incentive arrangements with its third‑party manager rather than directly charging a percentage‑of‑assets fee, and it refers roughly $8.5 million in client assets to the third‑party manager while serving a small client base.

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.