A complete list of active advisors currently associated with Thoughtful Wealth Advisory LLC

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

The firm offers discretionary asset management, ERISA retirement-plan advisory services in a 3(21) capacity, and financial planning and consulting including retirement projections and topic-specific plans. It documents client goals, prepares investment policy statements, and provides periodic monitoring and reporting, though it currently reports no client assets under management or individual client accounts. The firm typically manages portfolios using a mix of fundamental and technical analysis with both long- and short-term strategies and may subscribe to third‑party model portfolios through a model marketplace on its chosen custodian platform. Compensation is primarily charged as a percentage of assets under management (a common approach for its peer group), but the firm also offers fixed and hourly fees for planning and may pass through platform or model fees to clients. Distinctive aspects include providing pension consulting as an ERISA 3(21) advisor—a relatively uncommon service among similar investment managers—and maintaining an affiliated insurance business whose agents receive commissions, a relationship the brochure discloses as a potential conflict of interest. The firm also operates related services (college‑funding programs and a separate spiritual‑guidance practice) and requires use of its selected brokerage/custody platform, which affects execution and access to model portfolios.

To learn more about the advisors currently working at Thoughtful Wealth Advisory 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.