A complete list of active advisors currently associated with The Sum

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

The Sum is an SEC‑registered investment adviser that serves individuals, high‑net‑worth clients, and corporations with discretionary portfolio management alongside comprehensive financial planning, as well as project or hourly planning engagements. Its planning process includes an onboarding phase to build a written plan and an ongoing phase with at least biannual reviews for planning clients. The firm’s investment approach is asset‑allocation driven and grounded in modern portfolio theory, with a primary emphasis on passive implementation using index mutual funds and ETFs, ongoing monitoring, and discretionary rebalancing. Clients grant the firm trading discretion and the advice explicitly incorporates tax, estate, insurance, and cash‑flow considerations as part of each client’s investment policy and plan. Distinctive features disclosed in the brochure include a fee model built on a flat household investment fee and a net‑worth‑based schedule for comprehensive planning rather than a standard percentage‑of‑AUM fee, and a policy that the firm does not offer standalone investment management without its planning service. The Sum also discloses an affiliation with a related entity that provides tax preparation services (with fees that can be waived), a relationship noted as a potential conflict, and the firm recently amended its brochure to remove a reference to a securities‑based line of credit, indicating a change in how borrowing is described.

To learn more about the advisors currently working at The Sum, 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.