A complete list of active advisors currently associated with Preferred Wealth Advisors, LLC

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

Preferred Wealth Advisors, LLC is a small, independent, fee‑based advisory firm that serves individuals and high‑net‑worth clients, managing roughly $5.9 million across about 35 client relationships. The firm provides asset management through third‑party money managers and platform wrap programs, alongside financial planning and consulting services and public seminars or workshops. Investment implementation commonly relies on recommending and monitoring third‑party managers and platform sponsors, with strategies tailored to each client’s documented objectives and periodic account reviews; the firm notes use of fundamental analysis among its methods. It does not serve as a custodian, and advisory services are typically billed as a percentage of assets under management with written disclosures provided for TPMs and platform sponsors. Noteworthy distinctions include an affiliated insurance and college‑planning business operated by the firm’s principal, which the brochure discloses occupies about half of that person’s time and may generate commission compensation. The firm also offers educational seminars at no charge and receives referral fees and incentive payments from certain third‑party managers—relationships the brochure identifies as potential conflicts of interest that the firm says it mitigates through disclosure and its fiduciary procedures.

To learn more about the advisors currently working at Preferred Wealth 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.