A complete list of active advisors currently associated with One Hopper Asset Management

Warmer can help you find a great advisor at One Hopper Asset Management or one who fits your needs even better.

One Hopper Asset Management provides discretionary asset management and standalone financial planning and consulting to a mix of individual and institutional clients, including high‑net‑worth individuals, businesses, pension and profit‑sharing plans, Taft‑Hartley plans, and charitable institutions and endowments. The firm generally bills advisory services as a percentage of assets under management and offers fixed‑fee planning engagements for consulting work. The firm combines fundamental and technical analysis, employs both long‑ and short‑term positions, and may use options strategies (calls and puts) for hedging or income generation; accounts are monitored daily with formal reviews at least monthly. Clients typically grant the firm discretionary authority and may impose written investment restrictions, and the firm may aggregate related household accounts for fee breakpoints. Distinctively, the firm’s principal is registered with an affiliated broker‑dealer and is also licensed to sell insurance products, and the brochure discloses that commission‑based brokerage and insurance sales may present conflicts of interest while clients are under no obligation to use affiliated services. The brochure also notes the firm’s access to broker‑dealer education and training benefits and recent disclosure of standing letters of authorization (SLOAs) for certain client‑directed transfers, both of which are atypical features relative to many peers.

To learn more about the advisors currently working at One Hopper 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.