A complete list of active advisors currently associated with Sonmore Financial LLC

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

Sonmore Financial LLC provides discretionary asset management and comprehensive financial planning to individuals—including high‑net‑worth clients—as well as trusts, estates, charitable organizations and business entities. The firm also offers retirement plan advisory services and may act in a limited ERISA 3(21) fiduciary capacity for qualified plans. Portfolios are managed on a discretionary basis using a mix of in‑house decisions, third‑party model solutions (including SEI managed account models and custom portfolios), and recommended third‑party managers. Sonmore conducts at least quarterly reviews, may hire or terminate sub‑advisors, and uses a third‑party “held‑away” platform to review and rebalance defined contribution participant accounts without taking custody. Distinctive features compared with many peers include the combination of ERISA 3(21) plan work, integration with the SEI platform and custom high‑net‑worth solutions, and a workflow for managing held‑away retirement participant accounts. The firm discloses referral arrangements and sub‑advisor relationships (and the associated conflicts they create) and includes ongoing financial planning within its asset management service, details prospective clients should consider when evaluating fit.

To learn more about the advisors currently working at Sonmore Financial 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.