A complete list of active advisors currently associated with Refined Wealth
Warmer can help you find a great advisor at Refined Wealth or one who fits your needs even better.
Refined Wealth is a small, fee-only registered investment adviser that manages discretionary assets (about $901,498 reported) and provides continuous investment management alongside financial planning services. The firm offers both ongoing planning tied to managed accounts and limited-scope, project-based financial planning engagements. The firm’s investment approach is grounded in Modern Portfolio Theory and asset allocation, with a preference for passive vehicles such as index mutual funds and ETFs and periodic rebalancing; accounts are reviewed on a quarterly basis. It routinely uses third-party Outside Managers and subscribes to a model marketplace to implement portfolios, and it may exercise discretionary trading authority on client accounts. Notably for a firm of this size, Refined Wealth regularly recommends and onboards Outside Managers and participates in a model marketplace—practices that are less common among comparable investment managers. The firm also discloses that its principal operates a separate investment-education media business conducted independently from advisory services.
To learn more about the advisors currently working at Refined Wealth, 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 |
|---|---|---|
Houston, TX
| 3
|
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