A complete list of active advisors currently associated with Qualified Plan Advisory, LLC

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

The firm provides investment advisory and pension consulting services to employer‑sponsored qualified retirement plans and individual investors. Its brochure states it manages approximately $87.7 million in qualified plan assets for 10 qualified retirement plans and about $8.9 million in qualified and non‑qualified assets for 20 individuals. It offers both discretionary and non‑discretionary portfolio management and delivers written financial planning; in the retirement plan context the firm emphasizes advisory, non‑discretionary relationships in which plan sponsors approve and implement transactions. For plan clients the firm prepares investment policy statements, investment selection due diligence reports, quarterly monitoring reports and annual plan reviews, and constructs participant model portfolios using Morningstar tools and modern portfolio theory techniques (efficient frontier, resampling, Monte Carlo). What is distinctive for a small independent adviser is the firm’s substantive focus on pension and profit‑sharing plan consulting and on participant‑facing services, including one‑on‑one enrollment meetings, ongoing face‑to‑face participant meetings, and email communications. The brochure also emphasizes that the firm does not act as custodian and that clients retain asset control, underscoring a primarily advisory, non‑custodial role for retirement plan assets.

To learn more about the advisors currently working at Qualified Plan Advisory, 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.