A complete list of active advisors currently associated with Osprey Money Management, LLC

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

Osprey Money Management, LLC provides written financial planning and helps clients select third‑party investment advisers. Its brochure lists a client base that includes individuals, pension and profit‑sharing plans, trusts, estates, charitable organizations, corporations, and other business entities, and states that the firm does not directly manage client assets. The firm’s process centers on gathering client financial information, defining long‑ and short‑term objectives, and recommending long‑term investment approaches tailored to risk tolerance and time horizon. Financial planning is offered for a fixed fee (the brochure discloses a $100–$1,000 range with a 50% advance payment) and the firm refers clients to third‑party advisers, periodically monitoring those advisers’ performance. Noteworthy distinctions relative to many peers are that the firm reports no assets under management, does not charge percentage‑of‑AUM or performance‑based fees, does not take custody or investment discretion, and will not generally execute or vote client securities on clients’ behalf. The brochure also discloses that the firm shares in advisory fees paid to recommended third‑party advisers and acknowledges the potential conflict of interest created by those fee‑sharing arrangements.

To learn more about the advisors currently working at Osprey Money 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.