A complete list of active advisors currently associated with Somerset Advisory, LLC

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

Somerset Advisory, LLC recently filed to register as an investment adviser and currently reports no assets under management; it provides fee-only fiduciary services to high-net-worth individuals, closely held businesses, trusts, estates, and charitable organizations. The firm offers financial planning, consulting, and investment management described in its brochure, positioning planning and portfolio services as integrated offerings. Somerset emphasizes complex financial planning using a structured "CLARITIES" process and typically charges fixed consulting fees (noted as generally $15,000 or more, billed quarterly in advance) for planning engagements until clients reach an AUM threshold. For portfolio management the firm generally manages accounts on a discretionary basis, primarily allocating among ETFs, mutual funds, equities, treasuries and alternatives, and it may engage Independent Managers and a non‑discretionary sub‑advisor (Peak Altitude Partners) for private credit, private equity and other alternative holdings; the firm uses cloud-based and AI tools only for administrative tasks and relies on staff judgment for investment decisions. Noteworthy for a newly registered, no‑asset firm, Somerset combines fixed-fee planning arrangements with a tiered asset-based management fee schedule (account minimum: $1,500,000) and states an expectation to manage over $100 million in the near term. The firm’s principals also operate an online educational platform, The Wealth Edit, which may reference Somerset and serve as a source of referrals, and Somerset provides retirement-plan consulting that includes disclosed revenue-sharing arrangements with recordkeepers — features the brochure identifies as potential conflicts of interest and that distinguish the firm from many peers.

To learn more about the advisors currently working at Somerset Advisory, 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.