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

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

Underdog Wealth Management, LLC provides personalized financial planning and ongoing wealth-management services to individuals and families, as well as to businesses, qualified retirement plans and IRAs. Its services include portfolio construction using mutual funds, ETFs and individual securities, periodic monitoring, and hourly or project-based financial planning. The firm employs a strategic asset-allocation approach that relies on historical return and risk metrics to build core portfolios and evaluate manager performance. UnderDog generally manages client assets on a non-discretionary basis—requiring client approval before placing trades—although retirement plans and IRAs can be managed with granted discretionary authority under ERISA when agreed. Notably, the firm serves about 402 clients with two advisors (roughly 200+ clients per advisor) and reports managing $111,880,222 on a non-discretionary basis, a combination that is uncommon among similar small advisory practices. A supervised person at the firm is a licensed insurance agent and the firm may receive insurance commissions if clients purchase insurance through that agent, an affiliation that is less common among peers.

To learn more about the advisors currently working at Underdog 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.