A complete list of active advisors currently associated with Moneyyogi Advisors

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

MoneyYogi Advisors provides discretionary investment management and a range of financial planning services to individuals, high-net-worth clients, trusts, estates, and businesses, including packaged project engagements. The firm manages roughly $27 million for a small client base and delivers both portfolio oversight and planning support under written advisory agreements. The firm’s investment approach is primarily long-term, using fundamental and technical analysis to construct portfolios of ETFs, mutual funds, and individual securities while making tactical adjustments or rebalancing as needed. Financial planning is delivered as both project work and ongoing engagements, and the Advisor incorporates a software application into client service workflows for planning, monitoring, and communication. Distinctive features include a recurring subscription model for ongoing financial planning (an uncommon billing approach among peers) and an affiliated software company that provides the planning application included in advisory relationships; the firm discloses the affiliate relationship and operational safeguards such as separate accounts and no direct fee-sharing. The principal is also a licensed insurance professional and may receive commissions for insurance or annuity sales, a potential conflict the firm discloses and manages alongside other firm-specific practices like fixed-fee packaged engagements and a satisfaction-refund policy.

To learn more about the advisors currently working at Moneyyogi Advisors, 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
Joshua Humada	Houston, TX	9

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