A complete list of active advisors currently associated with Mentor Capital Management Inc.

Warmer can help you find a great advisor at Mentor Capital Management Inc. or one who fits your needs even better.

Mentor Capital Management Inc. is a fee-only investment advisory firm that primarily serves individual clients and also works with trusts, estates and other business entities. The firm offers ongoing wealth management (investment supervisory services), comprehensive financial planning, project-based and hourly consulting, and related advice on income tax, education and estate planning. Its investment process combines fundamental analysis with a broad asset-allocation framework and emphasizes passive, low-cost index-based strategies for long-term holdings while permitting shorter-term trades when appropriate. Accounts are monitored as part of standard service, reviewed at least quarterly, and rebalanced periodically with tax and risk-management considerations folded into portfolio decisions. Notably, the advisory team includes a licensed CPA who provides coordinated tax planning, stock-option and investment tax support and maintains an accounting-consulting practice that collaborates with the firm’s advisers—an affiliation that is uncommon among comparable team firms. The firm is independent and exclusively fee-only, managing roughly $226 million in client assets across discretionary and non-discretionary accounts, with most revenue coming from ongoing investment supervisory services.

To learn more about the advisors currently working at Mentor Capital Management Inc., 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.