A complete list of active advisors currently associated with Service One Financial

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

Service One Financial is a small registered investment adviser that serves individuals, high‑net‑worth clients, pension and profit‑sharing plans, trusts, estates, charitable organizations, corporations and other business entities. The firm provides non‑discretionary portfolio management (wrap and non‑wrap accounts), financial planning and consulting, and offers pension/401(k) plan services through an affiliated benefits business. The firm delivers custom, non‑discretionary investment advice and ongoing monitoring, recommending a broad range of vehicles — including stocks, ETFs, mutual funds, hedge funds, private equity and managed futures — with mutual fund selections guided by manager experience, style and independent risk ratings. It generally charges percentage‑of‑AUM advisory fees and arranges custody and trade execution through third‑party custodians while seeking client approval before implementing trades. Compared with peers, the firm combines several uncommon activities for its size: the principal is a licensed real estate broker and a licensed insurance agent who may recommend commissionable insurance products and real estate investments to clients (outside activities that account for roughly 30% of firm time, as disclosed). The firm also sponsors a wrap‑fee program and provides pension consulting and institutional/401(k) services — an atypical mix for a small, primarily non‑discretionary advisory practice and a point the brochure flags as a potential conflict of interest.

To learn more about the advisors currently working at Service One 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.