A complete list of active advisors currently associated with Model Wealth

Warmer can help you find a great advisor at Model Wealth or one who fits your needs even better.

Model Wealth, Inc. is a virtual, fee‑only financial planning and wealth management firm that serves individuals, families, estates, trusts, and small businesses. The firm provides standalone financial planning engagements on an hourly or project basis and an ongoing wealth management program that integrates continuous planning with portfolio management under a flat annual fee arrangement. The firm’s investment approach is broadly passive, grounded in an acceptance of the efficient market hypothesis and an emphasis on cost‑effective, tax‑aware implementation using mutual funds, ETFs, individual securities, and direct indexing where appropriate. Model Wealth also allocates to and monitors third‑party managers — including an automated robo‑advisor platform and a direct indexing provider — and typically exercises discretionary authority for day‑to‑day portfolio management. Noteworthy aspects include its fully virtual operating model and a primary fee structure based on flat annual fees rather than a standard percentage‑of‑AUM, alongside integration of both robo‑managed strategies and direct indexing. The compact team of four advisors oversees roughly $318 million in client assets, uses standing letters of authorization to facilitate client‑directed transfers (creating constructive custody), and generally does not aggregate trades, which can lead to differing execution prices across client accounts.

To learn more about the advisors currently working at Model Wealth, 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.