A complete list of active advisors currently associated with The Financial Architects Wealth Management LLC

Warmer can help you find a great advisor at The Financial Architects Wealth Management LLC or one who fits your needs even better.

The Financial Architects Wealth Management LLC is a small independent advisory firm that provides asset management, financial planning, and consulting to individuals and qualified retirement plans. The firm reports managing roughly $928,000, primarily in non‑discretionary accounts, for about 20 clients and also offers limited ERISA 3(21) fiduciary services to employer plans. Its investment process typically involves recommending third‑party managers and program platforms (including Orion Portfolio Solutions and a referral relationship with Gradient Investments) and monitoring accounts on a non‑discretionary basis, with periodic reviews performed at least quarterly. Financial planning covers a broad set of topics — retirement, tax, estate, insurance, and cash flow — and plans are delivered on a specified timetable once documentation is provided. What distinguishes the firm from many independent peers is the combination of a predominately non‑discretionary asset base, an explicit pension‑consulting/3(21) offering, and owners who maintain active insurance businesses; the brochure discloses agent commissions, referral fees from TPMs, and incentive arrangements with Gradient. These affiliations and fee‑sharing arrangements are disclosed as potential conflicts of interest and are described in the firm’s disclosures and procedures.

To learn more about the advisors currently working at The Financial Architects Wealth Management 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.