A complete list of active advisors currently associated with Scipio Financial LLC

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

Scipio Financial provides discretionary investment management and financial planning services to a range of account types, including trusts, estates, small businesses and corporations, and—according to its brochure—individuals and high‑net‑worth clients. The firm typically charges advisory fees based on assets under management and also offers financial planning on hourly or fixed‑fee terms. The firm describes a primarily long‑term, customized investment approach that builds portfolios using exchange‑traded funds and individual equities, with bonds or other instruments used as appropriate; it applies fundamental, technical and cyclical analysis and monitors accounts through ongoing contact and at least annual formal reviews. Portfolios may retain legacy positions for tax or portfolio‑fit reasons, and the firm uses discretionary authority to rebalance, harvest gains or losses, or sell positions when risk tolerances or market conditions warrant. Distinctive features for a small advisory team include managing roughly $14M across about 170 client relationships while maintaining institutional platform relationships with both an Altruist and a Schwab advisor program, which provide software and other economic benefits to the firm. Advisors are also licensed insurance professionals who may receive commissions for insurance sales (noted as consuming about 10% of their time), one advisor maintains a full‑time role outside the firm, the adviser does not charge performance‑based fees, and it does not accept proxy‑voting responsibility for client accounts.

To learn more about the advisors currently working at Scipio Financial 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.