A complete list of active advisors currently associated with SFM Financial Advisors LLC

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

SFM Financial Advisors provides fee-only financial planning, investment advising, and tax-advising services to individuals, estates, trusts, and charitable organizations, with a stated primary focus on retirees, widows/widowers, and those nearing retirement. The firm outlines comprehensive planning and retainer-based ongoing advisory arrangements, and notes that tax-preparation services are optional and billed separately. The firm follows a strategic asset-allocation approach, using historical risk/return data, computerized modeling, index ETFs and no-load mutual funds, and annual rebalancing to keep net investment costs low. Accounts are managed on a non-discretionary basis—SFMFA obtains client consent for trades—and the adviser emphasizes minimizing total management fees rather than pursuing active management. Noteworthy features in the brochure include a disclosure of a brief association with Blend Financial dba Origin Financial (Jan–May 2022) and the firm’s practice of providing professional referrals without accepting referral fees or commissions; the brochure also states that clients may purchase recommended products through other, unaffiliated agents. SFMFA reports under $10 million in non-discretionary AUM, a $250,000 minimum for advisory services, and offers occasional no-fee educational workshops, which are less common among independent advisers.

To learn more about the advisors currently working at SFM Financial Advisors 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.