A complete list of active advisors currently associated with Southernmost Advisors LLC

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

Southernmost Advisors LLC is a fee-only, registered investment adviser that serves individuals as well as institutional clients including businesses, other investment advisers, non-profits, and charitable organizations. The firm offers investment management and wealth management (investment management combined with financial planning), standalone financial planning, and limited tax‑preparation services. The firm describes its investment process as systematic and evidence‑based, using rules‑based models and modern portfolio theory to construct broadly diversified, “enhanced index” portfolios implemented with individual securities and cost‑effective ETFs. Southernmost may engage Outside Managers (including Orion Portfolio Solutions) to manage portions of client accounts and generally operates with discretionary trading authority while allowing clients to impose written investment restrictions. Southernmost is distinctive among independent advisers in that it manages client accounts exclusively through a wrap‑fee program and makes performance‑based fee arrangements available to eligible, qualified investors—both features that are uncommon for peers. The firm also offers tax preparation to planning clients, recommends institutional custodians (Altruist and Interactive Brokers), and is a recently formed practice led by a founder with CFP® and CFA® credentials; the brochure reports no assets under management as of April 8, 2026.

To learn more about the advisors currently working at Southernmost 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.

Name	Location	Years of experience
Bill Pauley	Key West, FL	17

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