A complete list of active advisors currently associated with Virescent Financial LLC
Warmer can help you find a great advisor at Virescent Financial LLC or one who fits your needs even better.
Virescent Financial LLC is a fee-only, registered investment adviser that offers comprehensive financial planning and discretionary investment management services to individuals and high-net-worth clients. The firm’s brochure describes both ongoing and project-based planning engagements covering topics such as retirement, estate, tax, business planning, insurance, and investment analysis; as of the firm’s filing it reported no assets under management or active clients. The firm combines fundamental analysis with a Modern Portfolio Theory framework, emphasizing asset allocation and passive investment vehicles when appropriate, and develops tailored investment policies based on each client’s goals, risk tolerance, and tax considerations. When engaged for investment management, Virescent accepts limited discretionary authority and allows clients to impose reasonable, written restrictions while monitoring accounts on a periodic basis. Noteworthy features in the brochure include a non‑traditional fee model for an investment manager: Virescent charges hourly and project-based fees and uses periodic flat fees for ongoing services rather than percentage-of-assets-under-management, and it does not accept custody of client funds. The firm is newly formed with a single principal (a former chemical engineer), reports no client assets, does not engage in block trading or performance-based fees, and recommends an institutional custodian platform for execution and custody.
To learn more about the advisors currently working at Virescent Financial 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
| —
|
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")