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.

Thoughtful Wealth Advisory LLC is an independent, solo advisory firm that serves individuals (including high-net-worth clients), trusts, estates, charitable organizations, and business entities. The firm offers discretionary portfolio management, financial planning (including retirement projections and topic-specific planning), and retirement-plan advisory services to qualifying employer plans as a limited‑scope ERISA 3(21) advisor. The firm structures portfolios around documented client goals, time horizons, and risk tolerance, using fundamental and technical analysis and a mix of long- and short-term strategies; clients may impose investment restrictions and the firm documents investment policy statements and conducts periodic account reviews. It operates on a discretionary basis, requires use of a specified custodian for managed accounts, and provides client reporting and fee billing through that custodian at regular intervals. Notable distinctions include the principal’s outside insurance business (the advisor is a licensed insurance agent and allocates a portion of professional time to offering insurance products), and the firm’s explicit provision of ERISA plan consulting and pension‑related services, which are less common among peers. The principal also maintains a separate spiritual‑guidance practice, a relationship disclosed as separate from advisory services, and the firm emphasizes conflict‑of‑interest disclosures and fiduciary obligations in its handling of potential cross‑business recommendations.

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.