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 to individual clients by helping them select strategies available on the AssetMark platform and coordinating custody through Charles Schwab. The firm also offers a one-time portfolio “MRI” analysis and provides periodic educational newsletters and workshops to clients. The firm’s process begins with gathering a client’s financial information and risk tolerance, applying modern portfolio theory, and recommending model portfolios and index-based strategies available on the AssetMark platform; AssetMark’s strategists manage the day‑to‑day investments while the firm conducts due diligence and monitoring. Mears Money Management does not execute trades or maintain discretionary trading authority for client accounts and conducts at least quarterly reviews of client allocations and strategy suitability. Noteworthy aspects disclosed in the brochure include the principal’s ongoing accounting practice and licensure as an insurance agent, which the firm acknowledges may create conflicts when accounting or commissionable insurance products are offered. The combination of platform-based manager selection, the separate portfolio MRI service, recurring client workshops, and a household minimum that can be waived are features that are less common among similar independent advisers.

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
John Mears	Valencia, CA	16

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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.

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