A complete list of active advisors currently associated with Replica Wealth Advisors Inc

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

Replica Wealth Advisors Inc. is an independent, single‑advisor registered investment adviser that provides financial planning and consulting and facilitates asset management by referring clients to third‑party managers and sub‑advisors. The firm serves individuals, high‑net‑worth clients, trusts, estates and business entities and reports 18 clients with $0 in discretionary AUM and $2,250,550 in non‑discretionary assets under management (and $33,000,000 under advisement). Instead of directly trading client accounts, Replica relies on sub‑advisors and third‑party managers to execute trades and oversee portfolios while it customizes allocations, monitors manager performance, and acts as the ongoing liaison for clients. The firm also provides written financial planning deliverables and holds educational seminars and workshops as part of its client‑education and planning process. Noteworthy distinctions include an affiliated insurance practice operated by the firm’s principal that offers insurance and annuity products and generates commission income, a conflict the brochure discloses and says it seeks to mitigate through procedures and client disclosures. Replica also discloses referral and incentive arrangements with third‑party managers and generally does not exercise direct discretionary trading authority over the accounts it refers, a business model that contrasts with many independent advisers who directly manage client portfolios.

To learn more about the advisors currently working at Replica Wealth Advisors Inc, 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.