A complete list of active advisors currently associated with Seminars for the Advancement of Financial Education
Warmer can help you find a great advisor at Seminars for the Advancement of Financial Education or one who fits your needs even better.
The firm provides portfolio management and related advisory services primarily to individual clients and also reports serving a small number of pension and profit-sharing plan clients. It charges advisory fees based on assets under management and maintains a compact client roster (roughly 21 clients). The firm's Form ADV lists an alternate name that references seminars for the advancement of financial education, indicating an emphasis on client education and outreach alongside its advisory work. The ADV materials show the firm follows a standard advisory model centered on portfolio management and required regulatory disclosures. What is distinctive about the firm is the combination of services: it also operates in an insurance broker/agent capacity while providing investment advice, and it serves employer-sponsored retirement plans—both of which are uncommon among independent advisers of this size. That mix of insurance activity, plan clients, and a very small client base makes its service offering atypical compared with many peer firms.
To learn more about the advisors currently working at Seminars for the Advancement of Financial Education, 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.
Name |
Location |
Years of experience |
|---|---|---|
New York, NY
| 4
|
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")