A complete list of active advisors currently associated with Paysse Jennison Financial Advisors, Paysse Jennison

Warmer can help you find a great advisor at Paysse Jennison Financial Advisors, Paysse Jennison or one who fits your needs even better.

Paysse Jennison Financial Advisors is a two-advisor, fee‑only firm that provides discretionary investment management and hourly consulting to individuals, small businesses, and small‑business retirement plans. The firm manages roughly $64.5 million across about 30 client relationships and delivers individualized portfolios rather than model‑based programs. The firm follows a core‑portfolio approach focused on diversified allocations across equities, fixed income and cash, emphasizing low turnover, low‑cost no‑load funds, A‑rated-or-better individual bonds, and selective use of ETFs and large‑cap stocks. Accounts are typically managed on a discretionary basis, reviewed at least quarterly, and clients receive written portfolio reports and in‑house commentary; cash balances are swept into the Schwab Bank affiliated with the custodian. Noteworthy features include a small client base relative to assets under management—resulting in high average assets per client—and a long operating history (in business since 1996 with principals active in financial services since the 1980s). The firm is strictly fee‑only (it does not accept commissions), discloses an operational reliance on Charles Schwab for custody and ancillary services, and maintains flexibility on account minimums and limited disbursement authority to facilitate client cash flows.

To learn more about the advisors currently working at Paysse Jennison Financial Advisors, Paysse Jennison, 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.