A complete list of active advisors currently associated with Plutus Wealth Management

Warmer can help you find a great advisor at Plutus Wealth Management or one who fits your needs even better.

Plutus Wealth Management is a single‑advisor independent firm managing roughly $12.2 million for about 20 clients. It provides discretionary portfolio management, financial planning, and pension consulting, and serves individuals as well as corporate/business entities, pension and profit‑sharing plans, and charitable organizations. The firm creates written Investment Policy Statements and generally seeks discretionary authority to implement asset allocation and security selection; its analysis blends charting and fundamental methods and it uses a broad set of strategies, including long‑ and short‑term trading, margin, short sales, options, ETFs, mutual funds, private equity and private placements. For qualified clients, the firm combines an asset‑based fee with a performance‑based fee subject to a high‑water mark, and pension consulting services include written plans, manager recommendations and ongoing monitoring. Noteworthy features relative to peers include the use of performance‑based fees (a 10% performance fee in addition to asset fees) and an explicit focus on corporate clients and pension plan consulting, all of which are uncommon among similar independent advisers. The firm also discloses non‑advisory business activities (including insurance sales) and custodial arrangements (Schwab Institutional), and it documents conflicts of interest and allocation/fee mechanics in its disclosures.

To learn more about the advisors currently working at Plutus Wealth Management, 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.