A complete list of active advisors currently associated with Neptune Wealth
Warmer can help you find a great advisor at Neptune Wealth or one who fits your needs even better.
Neptune Wealth serves retail and high‑net‑worth individuals, businesses, and other registered investment advisers, offering investment advisory services, financial planning, model portfolios, outsourced CIO (OCIO) arrangements, and consulting. The firm provides both discretionary and non‑discretionary asset management alongside web‑based financial planning and project consulting engagements. Neptune tailors portfolios to client‑provided financial plans, applying a top‑down macro allocation framework together with bottom‑up fundamental analysis for active equity selections and a range of model strategies from conservative to aggressive. Advisors incorporate AI research tools (Aiime and Anthropic Claude) to support market and planning analysis and deliver model portfolios to third‑party intermediaries and managed‑account platforms. Noteworthy features include a disclosed affiliation with a related real estate brokerage entity and a business model that places emphasis on consulting to other advisers—providing model portfolios and OCIO services—which is relatively uncommon for a firm of Neptune’s size and roughly $35.5 million in assets under management. The firm does not maintain custody of client assets, will not accept proxy‑voting authority, and updates financial plans only upon client request, which may affect expectations about ongoing engagement.
To learn more about the advisors currently working at Neptune 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.
You can also browse Neptune Wealth's office locations.
Name |
Location |
Years of experience |
|---|---|---|
St. Petersburg, FL
| 2
| |
Pewaukee, WI
| 13
|
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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.
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