A complete list of active advisors currently associated with Todd Wealth Management LLC

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

Todd Wealth Management provides investment management and advisory services to individuals, trusts, and estates, serving both high-net-worth and non‑HNW individual clients. The firm reports approximately $158.9 million in assets under management, operates with a single advisory principal, and manages client relationships on a non‑discretionary basis for roughly 362 clients. Portfolios are customized through asset allocation and selection across ETFs, REITs, mutual funds, bond funds, and select individual equities, with an emphasis on income‑oriented solutions for clients in or near retirement. The firm uses fundamental and technical analysis, accepts client‑imposed investment restrictions, and supplements its capabilities through a sub‑advisory relationship with a third‑party manager while custodian services are provided through Charles Schwab. What is distinctive about the firm is its unusually high client‑to‑advisor ratio and its multiple outside affiliations: the principal maintains registrations with another state‑registered adviser and the firm has a formal sub‑advisory arrangement for third‑party managed strategies. The principal is also a licensed insurance agent who may recommend fixed insurance products and receive commissions, and the firm does not vote client proxies, leaving proxy decisions to clients.

To learn more about the advisors currently working at Todd Wealth Management 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.