A complete list of active advisors currently associated with Vestis Advisors, LLC
Warmer can help you find a great advisor at Vestis Advisors, LLC or one who fits your needs even better.
The firm provides investment management and financial planning services to individuals, high‑net‑worth individuals, corporate entities, and trusts, including retirement account guidance and referrals to unaffiliated investment managers. It operates as a fee‑only fiduciary and offers ongoing portfolio management alongside hourly financial planning engagements. Investment management is delivered on an ongoing, primarily non‑discretionary basis: the firm works with clients to define goals, risk tolerance and time horizon, recommends diversified asset allocations, and implements portfolios using mutual funds, ETFs and third‑party separately managed accounts. The firm monitors performance, uses third‑party research tools (Morningstar, Envestnet), performs periodic reviews and rebalancing, and does not employ options, futures or margin. Noteworthy aspects include that, as disclosed, all client assets were managed non‑discretionarily as of December 31, 2025 — a structure that is uncommon among peers and shapes how the firm seeks client approvals for trades. The firm also operates with a small client base and asset pool, maintains an institutional relationship with Schwab for custody and platform services, and discloses that it may receive portions of fees or referral compensation when clients are referred to unaffiliated investment managers.
To learn more about the advisors currently working at Vestis Advisors, 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 |
|---|---|---|
Houston, TX
| 20
|
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