A complete list of active advisors currently associated with Think818, LLC

Warmer can help you find a great advisor at Think818, LLC or one who fits your needs even better.

Think818 serves individuals, trusts, estates, and sponsors of employee retirement plans, providing retirement plan consulting, financial planning (offered both as a standalone engagement and included for advisory clients), and investment advisory services that connect clients to third‑party money managers. The firm also hosts educational workshops and circulates newsletters to clients and prospective clients at no additional cost. Instead of directly managing individual portfolios in-house, Think818 assesses clients’ financial circumstances, risk tolerances, and goals and then recommends allocations among several third‑party sub‑advisers and model portfolios, using quantitative and qualitative criteria to select and monitor managers. Implementation may be discretionary or non‑discretionary depending on the selected sub‑adviser, and clients may impose reasonable investment restrictions on their accounts. Noteworthy aspects include the firm’s regular reliance on third‑party sub‑advisers for portfolio implementation and its provision of free educational seminars, a feature that is less common among independent peers. The brochure also discloses solicitor and fee‑sharing relationships with sub‑advisers and that the principal operates a separate insurance business (transitioning to a new entity), which the firm identifies as a potential conflict of interest.

To learn more about the advisors currently working at Think818, 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.