A complete list of active advisors currently associated with Modernist Financial, LLC

Warmer can help you find a great advisor at Modernist Financial, LLC or one who fits your needs even better.

Modernist Financial is a registered investment adviser that provides discretionary investment management and financial planning to individuals, families, trusts, estates and small businesses, with a stated emphasis on high‑net‑worth clients. Services include ongoing portfolio management, personal and business financial planning (including a stated Financial Life Planning approach) and retirement-account advice delivered under written engagement agreements. The firm constructs customized, long‑term, diversified portfolios on the Focus Partners Advisor Solutions (FPAS) platform, primarily using low‑cost funds from Dimensional and Vanguard and retaining legacy positions where appropriate. Modernist may engage third‑party sub‑advisors—Focus Partners for fixed income and Parametric for U.S. equity with value filters—and emphasizes cost management, tax efficiency, rebalancing and discretionary implementation subject to client‑imposed restrictions. What is distinctive is a small advisory team managing roughly $113 million for about 48 client relationships and a generally stated minimum relationship size of $3 million (with planning fees often waived for larger accounts), indicating a higher advisor‑to‑client ratio and wealth concentration compared with many peers. The firm also describes using Financial Life Planning, notes third‑party ratings in its materials, maintains institutional custodian relationships with Schwab and Fidelity, and does not participate in soft‑dollar programs.

To learn more about the advisors currently working at Modernist Financial, 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.