A complete list of active advisors currently associated with Volition Financial Network, LLC

Warmer can help you find a great advisor at Volition Financial Network, LLC or one who fits your needs even better.

Volition Financial Network, LLC provides discretionary portfolio management and investment consulting to individuals, trusts, estates, pension and charitable clients, and assists in selecting and monitoring third‑party portfolio managers. The firm does not provide financial planning and generally charges percentage‑of‑AUM advisory fees with no stated account minimums. Investment implementation combines fundamental and technical analysis, charting and cyclical methods and may include long‑ and short‑term trading, margin, short sales and option strategies; accounts are monitored regularly and rebalanced according to model allocations. The firm also uses third‑party model programs (including Zacks models and a co‑advisor model relationship) and follows a structured screening and interview process when recommending outside portfolio managers. Notable distinctions include a formal co‑advisor relationship that shares model management fees and an incentive arrangement tied to asset thresholds that can generate additional payments and non‑cash benefits to the firm, as well as disclosed economic benefits such as marketing and technology support. The firm also discloses that a management person is a licensed insurance agent who may receive commissions or referral payments, and that a prior 2017 consent order for heightened supervision related to licensing matters was completed in 2018.

To learn more about the advisors currently working at Volition Financial Network, 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.