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
Russell Barschi	New York, NY	4

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