A complete list of active advisors currently associated with VIP Wealth Advisors
Warmer can help you find a great advisor at VIP Wealth Advisors or one who fits your needs even better.
VIP Wealth Advisors serves individuals, high‑net‑worth clients, and business owners, providing investment management, ongoing and project-based financial planning, and tax return preparation as an add‑on service. The firm operates as a fee‑only adviser and also facilitates referrals to third‑party professionals when needed. The firm’s investment work is grounded in asset allocation and modern portfolio theory and commonly uses passive vehicles, ETFs, third‑party managers, and model portfolios (including participation in the Altruist Model Marketplace). Clients may grant either discretionary or non‑discretionary authority for account management, and as of March 11, 2026 the firm reported $126,099,231 in AUM with the majority held in non‑discretionary accounts (approximately $93.6M non‑discretionary vs. $32.5M discretionary). Noteworthy aspects include a fee structure that relies on fixed monthly, fixed project, and hourly fees rather than a percentage‑of‑AUM billing model, and the firm’s offering of tax preparation alongside planning and investment management. The adviser also cites specialized credentials in financial planning, equity compensation, retirement plans, and tax representation, and manages a relatively large amount of assets for a small client base.
To learn more about the advisors currently working at VIP Wealth Advisors, 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 |
|---|---|---|
Decatur, GA
| 5
|
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
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. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")