A complete list of active advisors currently associated with Strategent Financial, LLC

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

Strategent Financial, LLC primarily serves individual and family clients and also provides advisory services to retirement plan sponsors, trusts, estates, and corporations. Its offerings include discretionary portfolio management within a broader wealth management relationship, standalone financial planning engagements, and retirement plan consulting and participant education. The firm emphasizes strategic asset allocation and modern portfolio theory, building portfolios with institutional no‑load mutual funds, ETFs, and, in limited circumstances, individual securities or private funds; investment plans are developed through ongoing client discussions and portfolios are reviewed at least quarterly. Strategent typically implements accounts on a discretionary basis and leverages a recommended custodian relationship to access institutional trading, custody, and reporting services. Strategent operates as a fee‑only adviser with a relatively small senior team—four advisors—managing roughly $375 million across about 134 client relationships, indicating a focus on fewer, higher‑net‑worth households and employer-sponsored plans. Its brochure also discloses several distinguishing practices: serving as an ERISA 3(21) fiduciary for retirement plans, offering guidance on pledged‑asset or margin lending (with attendant conflicts), providing ad‑hoc business consulting, and receiving institutional support from its primary custodian, which the firm identifies as a potential conflict of interest.

To learn more about the advisors currently working at Strategent Financial, 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.