A complete list of active advisors currently associated with Schlosser Financial Services, Inc.

Warmer can help you find a great advisor at Schlosser Financial Services, Inc. or one who fits your needs even better.

Schlosser Financial Services primarily serves individual investors and also assists small businesses with SIMPLE IRAs and individual 401(k) plans, providing comprehensive financial planning that covers investments, insurance, tax, retirement and estate planning. The firm operates as a fee-based registered investment adviser and derives most of its revenue from percentage-of-assets advisory fees. The sole advisor follows a non-discretionary, multi-asset process that establishes client-specific stock–bond targets and constructs portfolios using passively managed ETFs, mutual funds and bond funds monitored with Morningstar tools; trades and rebalancing are implemented only with client approval and accounts are reviewed at least quarterly. The firm also incorporates basic technical analysis—tracking the 200‑day moving average—to identify potential long-term trend changes and may recommend tactical shifts between equities and bonds when indicated. Distinctive features include managing roughly $127 million for about 219 clients as a single-advisor practice, reflecting a high client load relative to typical solo independent advisers, and operating entirely on a non-discretionary basis. The firm also provides insurance planning and may receive commissions on insurance or certain annuity sales (with commission-paid annuities excluded from AUM), and custody and fee-deduction arrangements are handled through Charles Schwab Institutional.

To learn more about the advisors currently working at Schlosser Financial Services, 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.