A complete list of active advisors currently associated with Second Look Financial, LLC.

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

Second Look Financial, LLC serves individual clients by providing portfolio management and financial planning services, reporting roughly $335,000 in regulatory assets under management across seven client relationships. Its Form ADV indicates the firm generally charges fees based on a percentage of assets under management and provides ongoing portfolio management for individual investors. The firm’s brochure (see Items 4, 8 and 13) summarizes its advisory business, methods of analysis, investment strategies, and periodic account reviews used to manage client portfolios. Clients work directly with the firm’s advisor to develop individualized plans and periodic reviews rather than standardized institutional programs. As disclosed in Item 10 of the Form ADV, the advisor also acts as a licensed insurance broker/agent and may recommend or place insurance products in addition to providing investment advice, a combination that is uncommon among independent advisers. The small asset base and limited number of client relationships, together with the firm’s dual advisory and insurance activities and related disclosure about potential conflicts, are distinctive aspects a prospective client may want to consider.

To learn more about the advisors currently working at Second Look 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.