A complete list of active advisors currently associated with Sanderson Wealth Management, LLC
Warmer can help you find a great advisor at Sanderson Wealth Management, LLC or one who fits your needs even better.
Sanderson Wealth Management provides comprehensive financial planning, investment consulting, and both discretionary and non-discretionary portfolio management to individuals, retirement plans, trusts, estates, charitable organizations and corporate clients. The firm also offers retirement-plan consulting and serves as investment manager to a privately offered pooled vehicle (the Sanderson Infinity Beyond Fund), with separate offering documents for eligible investors. The firm’s investment process centers on asset allocation, manager due diligence, and ongoing monitoring, and it generally implements strategies using mutual funds and ETFs for liquidity and transparency while employing capital‑market assumptions, risk budgeting and scenario analysis. Sanderson reports $1.43 billion in assets under management as of December 31, 2025, of which about $396.6 million is managed on a discretionary basis and approximately $1.03 billion on a non‑discretionary basis; it also provides non‑discretionary advice for variable life/annuity products and employer‑sponsored plans. Noteworthy features that distinguish Sanderson from many peers include its multi‑office structure and affiliation with a certified public accounting firm (Sanderson Wealth Management CPAs, LLC), whose principals may refer clients and for whom the firm may offset accounting fees for certain clients. The firm also discloses referral and solicitor arrangements, receives operational and technology support from its recommended custodian, and maintains relatively high engagement thresholds (a $2,000,000 portfolio minimum and a $20,000 minimum annual fee, subject to waiver).
To learn more about the advisors currently working at Sanderson Wealth Management, 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.
You can also browse Sanderson Wealth Management, LLC's office locations.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")