A complete list of active advisors currently associated with Purple Dog Investments LLC

Warmer can help you find a great advisor at Purple Dog Investments LLC or one who fits your needs even better.

Purple Dog provides investment advisory and consulting services to individuals, including high-net-worth clients, managing assets through model portfolios offered on the Charles Schwab platform and investing primarily in mutual funds and exchange-traded funds. It also offers financial and tax planning as part of its consulting services and does not place client assets into wrap-fee programs. The firm implements discretionary management using predefined model allocations—ranging from aggressive to conservative—to align portfolio exposures with each client’s objectives and risk tolerance, and clients receive custodial account statements at least quarterly. Clients may not impose restrictions that prevent being managed against the firm’s models, and custody and trade execution are directed through Charles Schwab. Purple Dog is notable for serving an unusually large client base (about 279 clients) for a solo adviser, indicating a high client-to-advisor ratio and a model-driven service model. The firm is affiliated with Zebulon Tax Advisors, LLC, and its owner holds insurance licenses and serves as an adjunct professor, supporting integrated tax-consulting and insurance offerings alongside investment management.

To learn more about the advisors currently working at Purple Dog Investments 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.

Name	Location	Years of experience
David Steiner	Springfield, NJ	31

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