A complete list of active advisors currently associated with The Coleridge Group LLC
Warmer can help you find a great advisor at The Coleridge Group LLC or one who fits your needs even better.
The Coleridge Group LLC serves individuals and high-net-worth clients with ongoing comprehensive financial life planning, project-based planning, and discretionary investment management, and it also provides employee benefit plan services for employer sponsors. Its client base explicitly includes pension and profit-sharing plans as well as charitable organizations in addition to individual clients. The firm’s investment approach emphasizes modern portfolio theory and passive implementation—using diversified index mutual funds and ETFs for low-turnover portfolios—while also drawing on fundamental, technical, and cyclical analysis when appropriate; accounts are reviewed on a quarterly basis. Investment management is generally delivered as an add-on to the ongoing planning relationship and is implemented through custody at a national custodian; the firm states it does not accept commissions or soft-dollar benefits. Notable distinctions for a small, primarily solo-advisor independent firm include its long operating history (since 1974), the relatively large assets under management for its size, and the uncommon client mix that includes pension plans and charitable entities and the firm’s pension consulting and plan-monitoring services. The firm’s fee approach is also atypical for peers: it uses fixed monthly and project fees with a published complexity fee schedule rather than relying solely on a standard percentage-of-assets fee model, and it does not participate in wrap programs.
To learn more about the advisors currently working at The Coleridge Group 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.
Name |
Location |
Years of experience |
|---|---|---|
Phoenix, AZ
| 9
|
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)