A complete list of active advisors currently associated with Mike Sena Advisors, Inc.

Warmer can help you find a great advisor at Mike Sena Advisors, Inc. or one who fits your needs even better.

The firm provides personalized financial planning and discretionary investment management to individuals, profit-sharing plans, trusts, estates, charitable organizations and small businesses. Services described in the brochure include comprehensive financial planning (cash flow, retirement and distribution planning, tax and estate review, education planning) and ongoing portfolio oversight. As a fee-only adviser that does not accept commissions, the firm implements portfolios primarily with no-load mutual funds, exchange-traded funds and individual securities through qualified custodians, and typically documents client objectives with investment policy statements and periodic reviews. Investment management is offered alongside project- or hourly-based financial planning and ongoing flat-fee retainer arrangements, with coordination as needed with outside professionals (attorneys, accountants) for implementation. Notably, the firm does not use percentage-of-assets-under-management fees—a less common pricing approach among independent advisers—and instead relies on retainer, hourly and project fee structures. The brochure also highlights operational practices that may be atypical for a small adviser, including limited custody only for fee deduction, use of a SOC3+ encrypted cloud environment, and a formal business continuity plan.

To learn more about the advisors currently working at Mike Sena Advisors, 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.