A complete list of active advisors currently associated with Patriot Wealth Planners LLC
Warmer can help you find a great advisor at Patriot Wealth Planners LLC or one who fits your needs even better.
The firm provides financial planning and consulting to individuals, high-net-worth clients, and fiduciaries such as trusts and estates. It does not directly manage client accounts; instead, it places clients with third-party investment managers and supports clients through paperwork, coordination, and periodic reviews. Investment guidance centers on selection and ongoing monitoring of third-party managers, with the firm reviewing managers’ experience, investment philosophies, holdings, and performance to assess continued suitability. Financial planning and consulting are offered on a non-AUM basis, using fixed-fee or hourly arrangements, and implementation of investment recommendations is left to the client or the selected manager. Distinctively, the firm does not offer direct portfolio management or custody of client assets and does not use percentage-of-assets-under-management fees, which is less common among independent advisors; it receives referral (solicitor) fees from recommended third-party managers and discloses procedures to mitigate the resulting conflicts. The managing member also conducts licensed insurance sales and business consulting as separate, compensated activities and maintains significant outside employment, all of which are disclosed as potential conflicts and optional services.
To learn more about the advisors currently working at Patriot Wealth Planners 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.
Name |
Location |
Years of experience |
|---|---|---|
Maumee, OH
| 8
|
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