A complete list of active advisors currently associated with Reed Financial, LLC

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

Reed Financial is a small independent advisory firm that serves individuals, high-net-worth clients and business entities. It provides discretionary asset management and ongoing financial planning, and also offers ERISA plan services for qualified retirement plans (including 401(k), 403(b), pension, cash balance and deferred compensation plans) and may act as a limited-scope 3(21) fiduciary. The firm constructs portfolios tailored to each client’s goals, time horizon and risk tolerance using a mix of fundamental, technical, charting and cyclical analysis, and it may engage sub-advisors to manage all or part of client assets under Reed Financial’s discretionary authority. Fees are charged as a percentage of assets under management and the firm provides ongoing monitoring, reporting and periodic reviews with no stated account minimum. Compared with peers, Reed Financial’s pension consulting and ERISA 3(21) services are notable, since only a minority of similar solo independent advisers offer formal retirement-plan consulting, IPS development, plan monitoring and participant education. The firm is a solo practitioner managing roughly $20.6 million for a small client base, and the adviser discloses significant outside business activities as an insurance producer (about 30% of time) and a commercial lending broker (about 35% of time), which may lead to customary separate compensation.

To learn more about the advisors currently working at Reed Financial, 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.