A complete list of active advisors currently associated with The Perspective Group
Warmer can help you find a great advisor at The Perspective Group or one who fits your needs even better.
The Perspective Group is an SEC-registered advisory firm that primarily serves individual and high-net-worth clients with comprehensive financial planning, ongoing investment management, retirement-plan consulting, and access to brokerage services through LPL Financial. The firm reports managing approximately $225 million in client assets across its advisory relationships and offers both discretionary and non-discretionary account management along with tax preparation services made available through its affiliated business. Its investment approach blends tailored portfolio construction and regular account supervision with model-driven options, including participation in LPL’s Guided Wealth Portfolios and third‑party model selections, and it provides consolidated reporting and client aggregation through WealthVision. The firm emphasizes electronic communications and automated model adjustments while maintaining human oversight, and it discloses use of AI tools for real‑time note-taking and preliminary data analysis to support advisor work. What distinguishes The Perspective Group from many peers is a combination of arrangements that are statistically uncommon: it sponsors a wrap-fee program, maintains an affiliated tax preparation business and its advisors also offer brokerage and insurance products through LPL Financial. The brochure discloses these interrelationships and the firm describes policies and disclosures intended to address the attendant conflicts of interest that can arise from selling other financial products and from the wrap and affiliation structures.
To learn more about the advisors currently working at The Perspective Group, 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 |
|---|---|---|
Lawrence, KS
| 13
| |
Lawrence, KS
| 22
|
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”)