A complete list of active advisors currently associated with Uncommon Cents Investing

Warmer can help you find a great advisor at Uncommon Cents Investing or one who fits your needs even better.

Uncommon Cents Investing provides discretionary investment management and financial planning to individuals (including high‑net‑worth clients), employer‑sponsored retirement plans, trusts, and estates. The firm also offers ERISA Section 3(21) advisory services for retirement plans and limited consulting on topics such as estate planning, real estate, insurance, and private‑business investments. Investment decisions are guided by client profiles and written investment plans, with a long‑term, tax‑conscious emphasis and fundamental analysis; the firm typically uses individual equities for the equity sleeve and may add ETFs, mutual funds, and fixed income for diversification. Portfolios are managed on a discretionary basis, with the firm willing to adjust trading frequency or take a more conservative asset allocation when it believes market conditions warrant it. Noteworthy features in the brochure include reported use of advertising testimonials and that some investment adviser representatives are also licensed insurance agents who sell life insurance, long‑term care products, and fixed annuities—a practice the firm discloses as creating potential conflicts of interest. The firm also notes that some advisers host a syndicated radio program ("More for Your Money"), and it reports roughly $520 million in regulatory assets under management, which situates it at the higher end of AUM for a small‑team firm.

To learn more about the advisors currently working at Uncommon Cents Investing, 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.