A complete list of active advisors currently associated with P3 Wealth Management

Warmer can help you find a great advisor at P3 Wealth Management or one who fits your needs even better.

The firm provides fee-based investment management and financial planning to individuals, trusts, estates, charitable organizations, corporations, and employer-sponsored retirement plans. It reports about $30.8 million in discretionary assets under management and maintains a client roster that is large relative to the number of investment professionals, resulting in an unusually high client-to-advisor ratio. Portfolios are generally managed on a discretionary basis using a tactical allocation approach informed by fundamental, technical, and cyclical analysis, with the option to use cash positions as defensive hedges. The firm uses a broad range of instruments — including exchange-listed securities, mutual funds, options, inverse/leveraged funds, and potential cryptocurrency exposure — and also offers non-discretionary financial planning and retirement-plan advisory services. Distinctively, the advisory business is affiliated with related insurance and accounting entities that provide insurance sales, tax preparation, bookkeeping, and payroll services; affiliated persons receive commissions for insurance sales and the firm discloses this as a potential conflict of interest. Oversight and client reviews are concentrated in the firm’s CEO as the primary investment professional, a structure that, together with the high client load per investment professional, differentiates the firm from many peers.

To learn more about the advisors currently working at P3 Wealth 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.

Name	Location	Years of experience
Reginald Clark	Cordova, TN	25

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