A complete list of active advisors currently associated with Michael J.D. McCall, LLC
Warmer can help you find a great advisor at Michael J.D. McCall, LLC or one who fits your needs even better.
Michael J.D. McCall, LLC is a fee-only independent registered investment adviser that provides comprehensive portfolio management and related financial planning and consulting to individuals and other types of clients. The firm offers discretionary management using portfolios of ETFs, mutual funds, individual stocks and bonds and does not recommend commissionable securities. The firm tailors advice through at least one initial meeting (in person or by phone) to assess a client’s financial situation, goals and risk tolerance, with periodic rebalancing and at least quarterly account reviews. It also employs third‑party money managers when appropriate, performing initial due diligence and ongoing reviews of those managers while communicating with clients about manager performance and account activity. Notably for a solo independent adviser, the firm expressly serves corporations, charitable organizations and other business entities in addition to individuals, and provides portfolio management services for institutional‑type clients. The brochure shows the firm manages about $65.9 million across a relatively small client base and maintains a public website (FarFromWallStreet.com) while documenting periodic written reports and communications to clients beyond standard custodian statements.
To learn more about the advisors currently working at Michael J.D. McCall, 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 |
|---|---|---|
Bear Valley Springs, CA
| 23
|
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")