A complete list of active advisors currently associated with Vardell Strategies LLC

Warmer can help you find a great advisor at Vardell Strategies LLC or one who fits your needs even better.

Vardell Strategies LLC provides discretionary portfolio management and financial planning to individuals, high‑net‑worth individuals, and other investment advisers. The firm, formed in February 2026, currently reports no assets under management or active advisors and also states it may act as a subadviser to unaffiliated advisers. Vardell documents client goals and risk tolerance in an Investment Policy Statement and manages accounts under discretionary authority, using charting, fundamental, quantitative and technical analysis. Strategies described in the brochure include long‑ and short‑term trading, options and margin transactions, ETFs, equities, fixed income, private placements and certain digital asset–related exchange‑traded products; clients receive quarterly custodial reports and may impose investment restrictions. Distinctive features relative to peers include offering stand‑alone financial planning billed on an hourly basis (negotiated between $50 and $250) and the capacity to serve other advisers as a subadviser, which the brochure highlights alongside its discretionary portfolio services. The firm also requires use of Schwab Institutional as custodian, does not accept performance‑based fees, and is not registered as a private fund adviser.

To learn more about the advisors currently working at Vardell Strategies 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.

Name	Location	Years of experience
William Vardell	Clearwater, FL	0

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