A complete list of active advisors currently associated with Norris Financial Group, LLC

Warmer can help you find a great advisor at Norris Financial Group, LLC or one who fits your needs even better.

Norris Financial Group, LLC provides investment advisory and financial planning services to individuals (including high‑net‑worth clients), as well as participant and employer retirement plans. The firm offers discretionary and non‑discretionary portfolio management, one‑off financial planning and hourly consulting, participant education, and access to a web‑based account aggregation tool. The firm tailors advice around client risk tolerance and written investment policy statements, using risk modeling (via Ibbotson) and routine rebalancing to manage portfolios. For trading and execution it routes business through Osaic Wealth and Pershing, employing block (aggregated) trading and other execution practices when appropriate, and coordinates with clients’ other professionals as part of ongoing reviews. What is distinctive is that Norris sponsors a bundled wrap fee platform (the Vision2020 Wealth Management Platform) through Osaic Wealth, an arrangement that is relatively uncommon among peers and is integrated with the firm’s advisory and retirement‑plan offerings. The firm operates with a small advisory team managing roughly $353 million in assets and its advisory representatives are dually registered with Osaic Wealth, permitting implementation on either a fee or commission basis—a practice the brochure discloses as a potential conflict of interest.

To learn more about the advisors currently working at Norris Financial Group, 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.