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 is a recently formed SEC-registered advisory firm that offers fee-based comprehensive financial planning and discretionary portfolio management to individuals, trusts, estates, charitable organizations, and business entities. The firm also facilitates non-investment services commonly provided by its representatives, including insurance transactions and tax-preparation services, alongside its planning work. The firm’s investment approach emphasizes strategic, value-oriented long-term allocations with the ability to employ tactical shifts and options strategies; recommended portfolios are drawn from third‑party models (including BlackRock model sets) and then implemented and sub-advised by outside managers. Sum Zero Wealth conducts a planning phase to tailor portfolios to client objectives and routinely refers account implementation and ongoing management to selected advisers while retaining responsibility for suitability and client relationships. Noteworthy for a firm of its profile, Sum Zero Wealth provides standalone financial planning and direct portfolio management for individual clients—features that are statistically uncommon among firms without active registered advisors—and it formally selects and delegates to other investment advisers (SmartLeaf and 55ip) for implementation. The firm discloses that its representatives may receive commissions for insurance sales and that one sub‑advisor’s model fees are charged separately or paid by the model provider, and, as of the brochure date, the firm had no clients or assets under management and does not act as a private fund adviser.
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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