A complete list of active advisors currently associated with Scholar Financial Advising, LLC

Warmer can help you find a great advisor at Scholar Financial Advising, LLC or one who fits your needs even better.

Scholar Financial Advising serves individual clients with an emphasis on high-income and ultra high net worth households, offering comprehensive financial planning, project-based hourly advice, and an ongoing Signature Coaching Program. The firm delivers its advisory process primarily online, using web conferencing, online file storage, and digital signatures to complete engagements. Scholar’s approach centers on long-term, market-based asset allocation, tax-aware asset location, and periodic rebalancing informed by a client’s cash-flow and balance-sheet analysis; recommended investments are typically index or low-cost fund exposures with an emphasis on fee and tax efficiency. The firm does not take custody or discretionary trading authority over client accounts, instead monitoring accounts, offering specific trade and strategy recommendations for clients to implement, and occasionally recommending independent third‑party advisers. Noteworthy differences from many peers include a family-office-like Signature Coaching Program that requires an initial comprehensive financial plan and targets very high-income or large-asset clients, and explicit referral arrangements with third‑party promoters (including Wealthramp). Scholar also uses endorsements and testimonials in its marketing and does not provide percentage-of-AUM portfolio management, relying instead on flat-fee, hourly, and recurring flat-fee engagements.

To learn more about the advisors currently working at Scholar Financial Advising, 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.