A complete list of active advisors currently associated with Notaro Wealth Advisory

Warmer can help you find a great advisor at Notaro Wealth Advisory or one who fits your needs even better.

Notaro Wealth Advisory provides discretionary investment management and related advisory services to individual and high‑net‑worth clients, and also offers financial planning and retirement account rollover guidance. The firm manages approximately $9.5 million across a very small client base and operates as a solo practitioner, with the principal sometimes located overseas but generally accessible during trading hours. The firm’s investment process emphasizes long‑term, fundamental analysis and portfolio construction using mutual funds, ETFs and individual securities, while also retaining legacy holdings when appropriate. Notaro Wealth may employ margin and options and incorporate commodities and limited partnership interests in client accounts, and it can recommend and oversee unaffiliated independent managers for portions of client portfolios. Compared with peers, the firm combines a small, SEC‑registered, single‑advisor structure with a mix of fee arrangements — percentage‑of‑AUM investment management alongside financial planning engagements billed hourly or on a fixed‑fee basis — which is uncommon among similar firms. It also uses borrowing and derivatives in managed accounts and serves both non‑HNW and HNW individuals, while not acting as a private fund adviser.

To learn more about the advisors currently working at Notaro Wealth Advisory, 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.