A complete list of active advisors currently associated with Pamela Plick Wealth Management LLC

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

The firm works with individual clients, offering fee-only portfolio management and comprehensive financial planning. Financial planning is billed hourly (the brochure cites an hourly range of $175–$300) while portfolio management fees are charged as a percentage or fixed minimum, and the firm reports a very small client base and assets under management. Investment advice is provided on a non-discretionary basis and is tailored to each client through meetings to assess objectives, risk tolerance, and suitability, with portfolios constructed using asset allocation and fundamental analysis and monitored for rebalancing. The brochure notes $131,428 in non-discretionary assets under management and describes the use of customized or model portfolios and ongoing performance monitoring. Compared with many independent advisers, the firm’s operations are notable for its small scale (solo practitioner with a handful of clients and modest AUM) and for managing client accounts primarily on a non-discretionary basis. The brochure also indicates the adviser augments one‑on‑one planning with client education — consultations and written plans and occasional seminars or workshops — and uses a third‑party custodian for trade execution and custody.

To learn more about the advisors currently working at Pamela Plick 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.