A complete list of active advisors currently associated with Moller Wealth Partners

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

Moller Wealth Partners provides personal financial planning and investment management to individuals, families, and trusts, addressing areas such as tax and estate planning, charitable giving, education funding, retirement planning, insurance risk review, and special needs planning. The firm operates as a fee-only registered investment adviser and begins relationships with a personalized financial plan that identifies objectives and recommended strategies. The firm generally implements advice through strategic asset allocation using low-cost mutual funds and ETFs, with regular rebalancing and a focus on diversification; it manages the large majority of client assets on a discretionary basis. Clients receive written quarterly reports and, for strategic allocation portfolios, the firm monitors accounts approximately every two weeks and conducts periodic portfolio reviews. Noteworthy features include a relatively high level of discretionary assets (about $755 million) spread across a modest client base, and an explicit policy to treat cash as part of assets under management for fee calculation. The firm also discloses the use of client testimonials in its advertising and maintains in-house credentialed planners and documented compliance practices such as trade reviews and proxy-vote recordkeeping.

To learn more about the advisors currently working at Moller Wealth Partners, 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
Nathan Eads	Northfield, IL	21
Brian Fritzsche	Northfield, IL	8

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.

Find your advisor

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. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence. Show more

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation. Show more

We review transparently

Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you. Show more

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you.

Our ongoing support