A complete list of active advisors currently associated with Uplevel Wealth

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

Uplevel Wealth provides tailored investment management and comprehensive financial planning primarily to individual and high-net-worth clients. The firm combines ongoing discretionary portfolio supervision with an included financial planning program for wealth-management clients and also offers recurring fixed-fee planning engagements and project-based advice for clients with different needs. The firm’s investment approach is grounded in modern portfolio theory and primarily implements passive, diversified portfolios using mutual funds, ETFs, and similar instruments, with discretionary trading authority granted by clients. Uplevel Wealth may use a sub-advisor (Dimensional Fund Advisors) for certain accounts and bills advisory fees on a blended, daily-average asset-based basis. Noteworthy aspects of the firm include a small, two-advisor team serving a limited client base, an explicit policy not to aggregate or block trades (trading client accounts individually), and a requirement that wealth-management clients custody accounts at Charles Schwab to access the firm’s institutional services. The firm operates as a fee-only fiduciary, recently registered with the SEC, and states it does not receive soft-dollar benefits and does not vote client proxies.

To learn more about the advisors currently working at Uplevel Wealth, 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.

Name	Location	Years of experience
Amanda Harvey	Portland, OR	13
Anika Hedstrom	Portland, OR	12

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

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