A complete list of active advisors currently associated with No-Load Asset Management

Warmer can help you find a great advisor at No-Load Asset Management or one who fits your needs even better.

No-Load Asset Management provides personalized, fee‑only financial planning and investment management to individuals, pension and profit‑sharing plans, trusts, estates, charitable organizations and small businesses, managing approximately $66,766,132 across about 219 accounts. Advisory services include determination of financial objectives, cash‑flow and tax planning, insurance review, education and retirement planning, and ongoing investment management. The firm uses a proprietary Passive Momentum Asset Allocation (PMAA) process that applies prior‑year momentum to determine allocations among passively managed index funds and ETFs within a globally diversified, strategic asset allocation framework. Portfolios are implemented primarily with no‑load mutual funds and ETFs through discount brokers, managed on a discretionary basis, and clients receive quarterly written allocation summaries and investment policy statements. Noteworthy features include the explicit use of a momentum‑based proprietary allocation system and an owner‑operated structure overseeing roughly $66.8 million in AUM; the adviser accepts limited power‑of‑attorney discretionary trading but does not vote client proxies unless assistance is requested. The firm also documents custodial fee invoicing procedures, maintains a business continuation agreement with another advisory firm, and uses multi‑factor authentication and other information‑security measures for client account access.

To learn more about the advisors currently working at No-Load Asset Management, 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.