A complete list of active advisors currently associated with Pizarro Advisors
Warmer can help you find a great advisor at Pizarro Advisors or one who fits your needs even better.
Pizarro Advisors is a one‑person, state‑registered investment advisory firm founded in 2024 that offers financial planning, business consulting, and wealth management to individuals, companies, investment companies and other advisers; the brochure notes the firm currently does not manage client assets. Services are offered on both a discretionary and non‑discretionary basis and include ongoing monitoring, portfolio reviews, and tailored planning across a range of instruments such as mutual funds, ETFs, equities, fixed income, options and REITs. The firm describes an investment approach centered on asset allocation informed by fundamental analysis and macroeconomic projections — including money supply, interest rates and commodity valuations — with client preferences (risk tolerance, time horizon, tax considerations) used to tailor portfolios. Pizarro emphasizes an iterative “best next step” planning process with periodic reviews and discloses that it may recommend private investments or business‑related opportunities when suitability standards are met. Compared with many peers, the brochure discloses marketing practices that are uncommon for investment‑manager firms: the firm may use client testimonials, endorsements and third‑party ratings in its advertising and may engage negotiated hourly consulting arrangements in certain circumstances. Other distinguishing features include the founder’s active personal investing and minority private‑equity stake in a cannabis dispensary, the firm’s involvement in real‑estate investment and business consulting, and its use of third‑party payment processors and alternative payment options — all of which are disclosed as potential sources of conflict of interest.
To learn more about the advisors currently working at Pizarro Advisors, 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 |
|---|---|---|
Taunton, MA
| —
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