A complete list of active advisors currently associated with Norris Wealth Management, LLC

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

Norris Wealth Management advises sponsors and participants of qualified retirement plans (including profit sharing and 401(k) plans) and provides financial planning and investment advisory services to individuals and certain business entities. The firm accepts specified fiduciary roles for plan sponsors, offers pension consulting and participant education, and maintains client assets at independent custodians with accounts managed on a non-discretionary basis. The firm documents goals and implementation in written investment policy statements and typically implements strategies through third‑party money managers and institutional mutual funds and ETFs, with periodic monitoring and quarterly reviews of designated investment alternatives using fi360 fiduciary scoring. Plan-level services include plan committee support, ongoing monitoring of plan investment options, employee education sessions and one‑on‑one enrollment assistance, and the advisor consults with clients prior to effecting trades. Compared with many independent solo advisors, Norris’s regular work with corporate and pension/profit‑sharing plan clients and its formal pension‑consulting services are relatively uncommon for firms of this size. The firm operates on a fee‑only basis, does not accept commissions or 12b‑1 fees, and maintains internal standards that emphasize CFP® and AIF® credentials as part of its fiduciary practice.

To learn more about the advisors currently working at Norris Wealth Management, 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.