A complete list of active advisors currently associated with Taxable Wealth
Warmer can help you find a great advisor at Taxable Wealth or one who fits your needs even better.
Taxable Wealth provides investment advisory and financial planning services primarily to individual and high‑net‑worth clients, and also accepts corporate and business clients. With about $91.25 million in discretionary assets under management and roughly 40 clients, the firm offers portfolio management (including use of third‑party/outside managers and TAMPs), ongoing and project‑based financial planning, tax return preparation, and limited consultation on digital assets. The firm’s investment approach emphasizes passive portfolio construction using low‑cost index funds alongside fundamental analysis and periodic portfolio review; it also recommends and monitors outside managers and allows client‑imposed restrictions and householding where appropriate. Accounts are reviewed on a regular (typically quarterly) basis and the firm discloses use of multiple custodian platforms (including Betterment For Advisors, Schwab, and TD Ameritrade) as part of its trade execution and operational model. Distinctively, the firm sponsors and recommends affiliated private investment vehicles structured as special‑purpose real‑estate funds (the K&M SPVs, including a qualified opportunity fund and several K&M entities) and discloses that the firm’s principal receives indirect compensation from those vehicles, creating a material conflict of interest that is addressed through suitability determinations and client disclosure. The brochure also discloses an affiliation with another registered adviser and that the principal devotes material time to outside business activities, facts the firm identifies as potential conflicts for prospective clients to consider.
To learn more about the advisors currently working at Taxable 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.
Name |
Location |
Years of experience |
|---|---|---|
San Diego, CA
| 21
|
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