A complete list of active advisors currently associated with Sorunke Wealth Advisors

Warmer can help you find a great advisor at Sorunke Wealth Advisors or one who fits your needs even better.

Sorunke Wealth Advisors is a state-registered investment adviser that provides non-discretionary investment management and financial planning to retail and high-net-worth individuals and small businesses. The brochure reports the firm manages $0 in client assets (as of May 17, 2024) and it does not take custody or discretionary authority over client accounts. The firm describes a holistic, client-profile-driven process that uses fundamental analysis for equity selection and U.S. and municipal treasury/credit issues and fixed-income ETFs for bond allocations, with recommendations delivered for client implementation through their chosen brokerages. SWA operates as a fee-only adviser and charges hourly, per-task flat fees, or monthly retainers rather than using percentage-of-assets-under-management fees. Distinctive operational features noted in the brochure include the principal’s outside business activity as a licensed real estate agent and prior engineering experience, a stated preference for recommending retail brokerages (JP Morgan Chase Securities, Fidelity, M1 and Robinhood), and limited periodic account reviews that occur primarily during scheduled client meetings; combined with the non-AUM fee model and lack of trade aggregation, these practices differ from many firms classified as investment managers.

To learn more about the advisors currently working at Sorunke Wealth Advisors, 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.