A complete list of active advisors currently associated with Mears Money Management
Warmer can help you find a great advisor at Mears Money Management or one who fits your needs even better.
Mears Money Management provides investment advisory services primarily to individual clients. The firm delivers portfolio management by identifying and referring clients to third‑party money managers, performs a one‑time portfolio "MRI" analysis, and offers periodic educational newsletters and workshops at no charge. The firm applies modern portfolio theory and a long‑term, index‑fund‑focused approach, tailoring model portfolios to clients’ risk tolerance and financial goals. It conducts due diligence on recommended third‑party advisers and reviews their ongoing performance, and does not take custody or execute trades on client accounts (clients maintain custody with third‑party custodians). The firm’s principal maintains an affiliated accounting practice and also operates as a licensed insurance agent, relationships the brochure discloses as potential conflicts of interest when non‑advisory services or commissionable insurance products are recommended. The combination of those affiliations with the provision of free educational workshops and a paid, one‑time MRI portfolio analysis is uncommon among similar independent advisers and is noted in the firm’s disclosures.
To learn more about the advisors currently working at Mears Money Management, 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 |
|---|---|---|
Valencia, CA
| 15
|
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