A complete list of active advisors currently associated with Sanders Smith Limited

Warmer can help you find a great advisor at Sanders Smith Limited or one who fits your needs even better.

Sanders Smith Limited provides financial planning and related advisory services to a small client base that includes individuals, trusts, companies and pension plans, delivered by two advisory representatives. The firm’s offering centers on financial planning and investment supervision rather than direct portfolio management for client accounts. It works on a tailored, non‑discretionary basis, developing individualized plans and relying on both fundamental and technical analysis to inform recommendations, with an emphasis on longer‑term mutual fund strategies. Instead of the more common asset‑based billing model, Sanders Smith structures engagements around planning fees and consultative arrangements and does not itself offer percentage‑of‑AUM portfolio management for individual accounts. What is distinctive about the firm is its industry cross‑registration and affiliations: its advisory representatives are also registered representatives of Osaic Wealth, Inc., and maintain insurance appointments, enabling the sale of commissionable securities and insurance products and access to third‑party managed programs through that broker‑dealer. That dual registration and the firm’s affiliation with other investment‑adviser and insurance providers, combined with a small, planning‑focused practice that avoids in‑house discretionary management, sets it apart from many peers.

To learn more about the advisors currently working at Sanders Smith Limited, 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.