A complete list of active advisors currently associated with Square Peg Financial Advisory Services, LLC

Warmer can help you find a great advisor at Square Peg Financial Advisory Services, LLC or one who fits your needs even better.

Square Peg Financial Advisory Services, LLC provides financial planning and ongoing investment management to individual and high-net-worth clients. Engagements range from comprehensive financial plans to limited planning engagements that may include educational content on financial management basics, with hourly planning offered in select circumstances for complex or unusual matters. The firm commonly implements plans using third‑party managers and model portfolios, selecting investments based on cost efficiency, risk profile, lifespan and manager reputation; it accesses the Altruist Model Marketplace, including third‑party and custom models and tax‑management tools, to assist in portfolio construction. Square Peg operates as a fiduciary, documents rollover recommendations in accordance with PTE 2020‑02, and conducts at least annual account reviews with interim communications as needed. Compared with many independent peers, the brochure emphasizes the inclusion of educational content within limited planning engagements — a relatively uncommon offering — and discloses explicit use of model marketplace tax tools and associated fees. The firm also discloses that its principal is an independent licensed insurance agent and describes how insurance compensation and related conflicts are disclosed and managed while maintaining fiduciary policies.

To learn more about the advisors currently working at Square Peg Financial Advisory Services, 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.