A complete list of active advisors currently associated with The Linkous Group, Ltd.
Warmer can help you find a great advisor at The Linkous Group, Ltd. or one who fits your needs even better.
The Linkous Group serves individual clients, including high‑net‑worth individuals, and provides asset management, comprehensive portfolio management, financial planning and consulting, portfolio monitoring, and retirement/employee benefits plan services. Its offerings range from tailored portfolio construction and ongoing supervision to consultative reviews of outside accounts and plan‑level advice. The firm emphasizes passive, asset‑class investing when suitable—routinely recommending Dimensional Fund Advisors funds—and builds individualized portfolios that are reviewed at least quarterly. Advice is delivered primarily on a non‑discretionary basis: the firm proposes allocations and transactions and obtains client approval prior to execution, with approvals documented in its client relationship system. Compared with peers, the firm is notable for its dual affiliations with a broker‑dealer custodian and insurance activities—its representatives are registered with LPL Financial and also offer insurance products—which can create conflicts different from many independent solo advisers. It also manages virtually all assets on a non‑discretionary basis and charges advisory fees for consultative portfolio monitoring of outside accounts, practices that are relatively uncommon in this category.
To learn more about the advisors currently working at The Linkous Group, Ltd., 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 |
|---|---|---|
Fountain Hills, AZ
| 28
|
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