A complete list of active advisors currently associated with The Pilot's Advisor, LLC
Warmer can help you find a great advisor at The Pilot's Advisor, LLC or one who fits your needs even better.
The Pilot's Advisor, LLC is an independent registered investment adviser that serves roughly 530 clients — including individuals, retirement plans, trusts, estates, charitable organizations and business entities — primarily by referring them to third‑party money managers and other service providers. The firm does not provide direct portfolio management or ongoing financial planning; instead it recommends TPMMs and shares in the advisory fees paid to those managers, and its principal is also licensed to sell insurance and receives commissions or referral fees for insurance and related products. After collecting information about a client's financial situation and objectives, the firm tailors recommendations to engage specific TPMMs and currently lists relationships with Efficient Advisors, Howard Capital Management, and Discipline Wealth Solutions, among others. It conducts periodic due diligence and oversight of those TPMMs and generally recommends longer‑term investment approaches, but does not accept discretionary trading authority, take custody of client assets, or vote client proxies. What is distinctive about the firm is the combination of an unusually high client count per advisor for a solo practice and its dual role as a solicitor for TPMMs while also engaging in insurance distribution, which introduces potential referral and commission conflicts that are disclosed in the brochure. The firm’s disclosure also includes resolved regulatory matters from 2024 (a consent order and monetary penalties) and notes non‑investment business affiliations, all of which are described in its ADV.
To learn more about the advisors currently working at The Pilot's Advisor, 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 |
|---|---|---|
Seneca, SC
| 17
|
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