A complete list of active advisors currently associated with Thoughtful Money LLC

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

Thoughtful Money operates an online matching platform that connects individuals and other entities with pre‑screened, unaffiliated registered investment advisers; the firm reports serving 187 clients and provides referrals rather than managing client accounts. In addition to its referral service, Thoughtful Money offers a paid subscription newsletter and twice‑yearly online conferences presented as educational content. Prospective clients complete an online profile and are matched non‑discretionarily to RIAs based on factors such as performance, methods of analysis, fees, and stated objectives, with the selected third‑party adviser responsible for suitability and ongoing portfolio management. The firm does not provide portfolio management, custody, or discretionary advisory services itself and receives referral compensation from the RIAs featured on its platform. Compared with peers, Thoughtful Money combines a relatively large client roster for a firm of its scale with ongoing paid educational offerings, both of which are uncommon among independent advisers. Its platform restricts recommendations to a limited, reviewed pool of RIAs (including some advisers outside the U.S.), a structure the brochure discloses creates potential conflicts of interest that the firm addresses through disclosure and due diligence.

To learn more about the advisors currently working at Thoughtful Money 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
Andrew Adam Taggart	Reno, NV	2

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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 referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

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