A complete list of active advisors currently associated with USA 401k

Warmer can help you find a great advisor at USA 401k or one who fits your needs even better.

The firm provides ongoing portfolio management and financial planning services to individuals and corporations and also offers pension consulting for retirement plans, including 401(k) plan consulting and written pension consulting plans. According to its brochure, the firm reported $8,135 in discretionary assets under management across 12 clients as of December 2025. The firm’s investment process relies on Modern Portfolio Theory and a long‑term trading approach, typically focusing on equities while using fixed income and index funds for diversification; it documents client goals and risk tolerance in an Investment Policy Statement and generally seeks discretionary trading authority. Custody is handled through Charles Schwab Advisor Services, and the firm has recently added AssetMark as a turnkey asset management platform. The principal has disclosed outside business activities as a practicing attorney (about ten hours per week) and as a licensed real estate agent (about five hours per month), and the brochure reports an administrative suspension of the principal’s law license in October 2023 that was later resolved. The combination of a very small client base and AUM, direct pension consulting services, and these professional affiliations is atypical among independent advisory firms.

To learn more about the advisors currently working at USA 401k, 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
Sean Curran	Springfield, MA	3

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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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