A complete list of active advisors currently associated with Mraz and Associates

Warmer can help you find a great advisor at Mraz and Associates or one who fits your needs even better.

Mraz and Associates provides financial planning, consulting, and investment management services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm reports approximately $917,491,815 in discretionary assets under management and generally requires a $1,000,000 minimum to open an advisory relationship (the firm may waive this requirement). The firm follows a disciplined, value‑oriented approach that combines fundamental, technical, and cyclical analysis and allocates client assets among mutual funds, individual equity and debt securities, and the securities components of variable annuities. Portfolios are continuously supervised, may use third‑party model portfolios, permit reasonable client restrictions, and receive formal portfolio reviews at least biennially with annual client contact. Distinctive operational disclosures include assistance arranging securities‑backed lines of credit (SBLOCs) with specific conflict‑of‑interest and risk disclosures, and the use of AI tools for certain services and meeting transcriptions with an opt‑out option for clients. The firm also reports managing essentially all assets on a discretionary basis (disclosing $0 in non‑discretionary AUM) and routinely recommends Charles Schwab as custodian while receiving institutional services and support from Schwab.

To learn more about the advisors currently working at Mraz and Associates, 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.