A complete list of active advisors currently associated with NerdWallet Wealth Partners, LLC

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

NerdWallet Wealth Partners, LLC provides discretionary investment management and integrated financial planning to individuals, high‑net‑worth clients, and charitable organizations. The firm was formed in 2025 as the successor to Future You Wealth and manages roughly $263 million in discretionary assets with a team of 13 advisors serving its client base. The firm’s investment process is primarily passive and grounded in fundamental analysis, with tailored asset‑allocation targets, ongoing monitoring, and periodic rebalancing executed under discretionary authority. For certain mandates it uses third‑party sub‑advisers—specifically for an ESG model portfolio and for an options‑based “synthetic loan” borrowing strategy—while retaining responsibility for suitability and ongoing supervision. Distinctive features include its status as an indirect subsidiary of NerdWallet, Inc., and formalized referral and lead‑generation arrangements with affiliated and unaffiliated promoters, which the firm discloses as potential conflicts of interest. NerdWallet Wealth Partners has discontinued standalone financial planning (now delivering planning only as part of investment management), provides ERISA‑fiduciary rollover advice under PTE 2020‑02, and includes strategy‑specific disclosures for ESG and options‑based approaches that underscore implementation, monitoring, and tax considerations.

To learn more about the advisors currently working at NerdWallet Wealth Partners, 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.