A complete list of active advisors currently associated with Sprinkle Financial Consultants LLC

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

Sprinkle Financial Consultants LLC provides discretionary investment management, financial planning, and consulting to individuals, high‑net‑worth individuals, trusts, and charitable organizations. The firm manages approximately $926 million in client assets and also assists clients with selecting and monitoring independent investment managers and developing written investment policy statements. Portfolios are constructed using fundamental security analysis and tailored to each client’s objectives, risk tolerance, and time horizon, with account supervision conducted on a discretionary basis and reviews generally performed quarterly. Investment strategies noted in the brochure include long‑ and short‑term purchases, allocations to outside managers, and the use of margin/borrowing in managed accounts when appropriate. The firm is distinctive for its relatively high assets‑per‑advisor ratio—managing nearly $1 billion with a small advising team—and for its ownership affiliation with a certified public accounting practice, which provides an internal source of accounting and tax expertise and a formal referral pathway for accounting services. It also maintains a $1 million advisory account minimum and documents limited custodial arrangements (such as trustee/check‑signing authority) under written authorizations subject to surprise-examination procedures.

To learn more about the advisors currently working at Sprinkle Financial Consultants 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.