A complete list of active advisors currently associated with The DeBart Group Inc.

Warmer can help you find a great advisor at The DeBart Group Inc. or one who fits your needs even better.

The deBart Group, Inc. is a SEC-registered investment adviser that provides non‑discretionary portfolio advice and financial planning to a range of clients, including individuals, pension and profit‑sharing plans, trusts, estates, charitable organizations, and business entities. The firm’s brochure notes it offers tailored financial plans (via fixed fees or an hourly option) and reports that, as of December 31, 2025, it managed no client assets. Investment advice is grounded in fundamental analysis and a long‑term purchase approach, with recommendations across equities, debt securities, mutual funds, exchange‑traded funds and U.S. government securities. Compensation is primarily asset‑based, but the firm also charges fixed and hourly fees for planning services, and advisory fees are deducted through the account custodian. Notable distinctions include that the firm’s associated persons are registered representatives of a broker‑dealer and are licensed insurance agents, and therefore may receive commissions, 12b‑1 fees and insurance commissions in addition to advisory fees; the brochure also discloses the firm’s recommendation of that broker‑dealer for custody and a practical limitation that accounts may not be accepted if the recommended broker is not used. The firm explicitly lists pension and profit‑sharing plans among its client types—an activity that is less common for firms in this category—and the combination of brokerage/insurance compensation alongside advisory services is a material conflict of interest highlighted in its disclosures.

To learn more about the advisors currently working at The DeBart Group Inc., 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.