A complete list of active advisors currently associated with The Wealth Mastery, LLC

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

The Wealth Mastery, LLC is a state‑registered, single‑advisor investment adviser that provides discretionary and non‑discretionary portfolio management and hourly financial planning to individual and high‑net‑worth clients. The firm generally charges percentage‑of‑AUM advisory fees for ongoing management and hourly fees for financial planning, and it typically requires a $200,000 account minimum. Investment strategies are tailored to each client’s documented objectives and risk tolerance and draw on macro, fundamental, technical and charting analysis to set asset allocation, monitor portfolios, and identify rebalancing or tax‑loss harvesting opportunities. The firm offers clients the option of discretionary trading authority, conducts quarterly account reviews, and recommends a custodian (Altruist) with advisory fees commonly deducted from client accounts. Noteworthy and uncommon aspects of the firm include a disclosed regulatory event — the firm’s licenses were revoked in January 2018 for failure to renew and the firm was re‑registered in 2022 — which is described in its disciplinary disclosures. The sole owner also operates a separate insurance‑agent business (about 10% of his time) and may receive commissions on insurance product sales; the brochure discloses this conflict and the firm states mitigation measures, and the firm’s very small scale (four clients and roughly $1.85 million in AUM) differentiates its operations from larger independent peers.

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