A complete list of active advisors currently associated with Pisces Financial Advisors, LLC

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

Pisces Financial Advisors works with individuals, families, high-net-worth clients, and small businesses to provide comprehensive financial planning and discretionary investment management, alongside separate hourly financial planning engagements for clients seeking limited-scope advice. The firm offers ongoing wealth management relationships that include regular meetings, implementation oversight, and custody of client assets at independent custodians. The firm’s investment approach is centered on strategic asset allocation implemented primarily with low-cost, broadly diversified mutual funds and ETFs, periodic rebalancing to target allocations, and occasional factor “tilts” (such as size, value, and profitability) rather than market timing or individual stock selection. Pisces emphasizes diversification, cost control, and tax efficiency as core elements of portfolio construction and risk management. Noteworthy for an independent solo practice, Pisces does not rely on percentage-of-assets-under-management fees and instead uses fixed-fee wealth management arrangements alongside hourly planning, which is uncommon among peers. The firm also has a small client roster (roughly a dozen clients) managing over $55 million in assets, the principal devotes a significant portion of time to a separate tax-planning software business (about 40%), and the firm conducts trades on an account-by-account basis rather than aggregating orders for block executions.

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