A complete list of active advisors currently associated with Pragmatic Portfolios, LLC

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

Pragmatic Portfolios is a fee-only registered investment adviser that provides investment planning and portfolio management to individuals, families, high-net-worth clients and trusts, and it also works with corporations and pension or profit-sharing plans. Services include holistic investment planning, implementation of diversified passive portfolios using low-cost mutual funds and ETFs, and occasional pension/plan consulting. The firm’s investment process emphasizes broadly diversified, passively managed asset allocations implemented with tax-aware decisions such as asset location, periodic rebalancing, and opportunistic tax‑loss harvesting. Advice is delivered through a collaborative, iterative planning process with regular monitoring and, where appropriate, discretionary management under written authority. Noteworthy aspects relative to many peers are the firm’s provision of educational seminars and workshops as part of client outreach and its explicit work with pension/profit-sharing plan clients and pension consulting, activities that are less common among independent advisers. The firm also uses flat fees and hourly arrangements rather than charging a percentage-of-assets advisory fee and discloses it accepts no commissions or referral fees to limit conflicts of interest.

To learn more about the advisors currently working at Pragmatic Portfolios, 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.