A complete list of active advisors currently associated with Remnant Wealth

Warmer can help you find a great advisor at Remnant Wealth or one who fits your needs even better.

Remnant Wealth provides investment and advisory services focused on pooled vehicles and institutional-style engagements, offering portfolio management, wealth management, financial planning, and educational seminars. In its Form ADV the firm reported managing no client assets at the time of filing while projecting it would manage approximately $1.3 million within the first 90 days of registration. The firm operates on a non‑discretionary basis, tailoring portfolios to client objectives and employing exchange‑traded funds, mutual funds, corporate and municipal securities, and U.S. government securities with ongoing monitoring and rebalancing. Its methods of analysis include fundamental, technical, charting, and cyclical techniques, and it uses both long‑ and short‑term trading strategies as appropriate to client goals. Remnant Wealth’s brochure discloses several features that are uncommon among peers: in addition to percentage‑of‑AUM arrangements it may receive commissions and charges for hourly or fixed‑fee planning, and it can select or refer clients to third‑party registered investment advisers (TP RIAs) whose advisory fees can include a portion paid to the firm. The firm also discloses that its principal is a licensed insurance producer who receives commissions for insurance sales, a potential conflict of interest the brochure addresses by informing clients they may purchase recommended products through other brokers.

To learn more about the advisors currently working at Remnant 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.