A complete list of active advisors currently associated with SUM Zero Wealth
Warmer can help you find a great advisor at SUM Zero Wealth or one who fits your needs even better.
Sum Zero Wealth provides fee-based comprehensive financial planning and discretionary portfolio management, delivering tailored investment recommendations and planning that can include tax, estate, cash flow and asset protection advice. The firm uses model-based portfolio customization—primarily drawing on thousands of BlackRock models—and reported $103.6 million in discretionary assets across 27 client relationships as of October 2026. The firm’s investment approach emphasizes a strategic allocation framework aimed at long-term value investing with positions generally held at least one year, while retaining the ability to employ tactical shifts and option-writing strategies; Sum Zero Wealth also applies fundamental and cyclical analysis in portfolio construction. Implementation and ongoing account management are delegated to third-party sub-advisors—SmartLeaf (used where tax optimization is important) and 55ip—while the advisor remains responsible for suitability and client relationships. Noteworthy distinctions include the firm’s small, recently formed advisory team and its reliance on external model providers and sub-advisors (SmartLeaf charges a separate model fee of 0.05%–0.20%, while 55ip’s fees are paid by BlackRock). The brochure discloses that certain representatives are licensed insurance producers and may receive commissions for insurance sales and also provide tax-preparation services, and the firm’s account structure and $10,000 minimum annual fee suggest it does not primarily target lower-net-worth retail households despite listing individuals among eligible client types.
To learn more about the advisors currently working at SUM Zero Wealth, 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.
You can also browse SUM Zero Wealth's office locations.
Name |
Location |
Years of experience |
|---|---|---|
Dallas, TX
| 21
| |
St. Petersburg, FL
| 18
|
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