Splizer Invest
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Splizer Invest provides portfolio management and financial planning to individual clients, serving both non‑high‑net‑worth and high‑net‑worth households, and also offers pension consulting and retirement-plan advisory services to employee benefit plans and plan participants. The firm states it acts in ERISA fiduciary capacities when advising retirement accounts and offers tailored financial plans and comprehensive planning engagements.
The firm documents client objectives in Investment Policy Statements and commonly requests discretionary authority to implement model allocations and ongoing monitoring. Investment management emphasizes a predominantly technical‑based passive approach complemented by active strategies (approximately an 80/20 split) and uses charting, fundamental, quantitative and technical analysis, with the capacity to employ ETFs, options, and margin where appropriate.
Noteworthy for a firm of its size and structure, Splizer operates as a solo practitioner and provides both fixed‑fee planning options and an ongoing comprehensive planning service with periodic check‑ins — features that are less common among peers without active advisory staffs. It combines pension consulting and retirement‑plan services with direct portfolio management for individual clients while not serving as a private‑fund adviser, an uncommon mix of services for a small advisory firm.
Client services
Expertise
Fee options
Standard financial plan fees: $250 to $1,000; Comprehensive financial plan one-off fee: $3,500 plus $750 for update within 24 months; Comprehensive Financial Planning with Investment Management reduces fees based on AUM tiers.
$0.00 - $749,999.99: 1.25% $750,000.00 - $1,999,999.99: 1.00% $2,000,000.00 - $3,999,999.99: 0.75% $4,000,000.00 - $7,499,999.99: 0.65% $7,500,000+: 0.45%
For RPS Participants, comprehensive financial planning services at a reduced planning fee of $300/month paid monthly or quarterly.
Main office
Nokesville VA
Advisors at this office
1
Most active in
District of Columbia · Maryland · Virginia · West Virginia
Also doing business as
Splizer Financial Advisors · Splizer Invest · Splizer Invest, LLC · Splizer Invest, PLLC · Splizer Retirement Services · Splizer Wealth Management
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)