A complete list of active advisors currently associated with Physician Advising LLC

Warmer can help you find a great advisor at Physician Advising LLC or one who fits your needs even better.

Physician Advising LLC provides financial planning and discretionary investment management to individuals, high-net-worth individuals, trusts, and businesses. The solo advisor manages approximately $9.9 million on a discretionary basis for about 28 clients. The firm’s investment approach is grounded in Modern Portfolio Theory and a buy-and-hold passive indexing strategy, using index mutual funds and ETFs to build diversified, low-turnover portfolios. Investment management is offered as a fixed-fee service tied to clients who engage in hourly financial planning (hourly planning is billed at $300 per hour), and the adviser accepts discretionary authority to implement the agreed strategy. Distinctive features include the firm’s avoidance of percentage-of-assets-under-management fees—investment management is described in the brochure as a fixed-fee service available only to clients with an active hourly planning agreement—which is uncommon among independent advisors. The firm also does not accept custody, does not participate in wrap fee or performance-based programs, and recommends Vanguard as the client’s custodian, reflecting a specific operational and compensation model different from many peers.

To learn more about the advisors currently working at Physician Advising 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.