A complete list of active advisors currently associated with Second 50 Financial

Warmer can help you find a great advisor at Second 50 Financial or one who fits your needs even better.

Second 50 Financial advises individual and high-net-worth clients, providing discretionary portfolio management alongside standalone and bundled financial planning and consulting. The firm implements client portfolios through a turnkey asset management platform and access to Independent Managers, using SMAs/UMAs and a diversified mix that can include public securities and alternative investments. Second 50 is a small advisory team managing roughly $341.6 million in client assets and conducts regular fundamental, asset-allocation, and manager-due-diligence analysis while relying on licensed AI software to support research, reporting, and operational workflows; final investment decisions remain subject to human oversight. The firm also discloses that it advertises hypothetical performance in its materials, an uncommon practice among peers that it uses to illustrate modeled outcomes. Noteworthy operational features include the firm’s disclosure that principals may receive residual “profits-only” interests in certain private alternative offerings, a potential conflict the brochure documents, and an affiliated entity that produces educational and lifestyle content for the 50+ demographic. The firm further requires clients to use a specific custodian for trade execution and does not routinely block-aggregate trades, practices that differentiate its execution and service model from many peers.

To learn more about the advisors currently working at Second 50 Financial, 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.