A complete list of active advisors currently associated with Wallace Advisory Group, LLC

Warmer can help you find a great advisor at Wallace Advisory Group, LLC or one who fits your needs even better.

Wallace Advisory Group provides asset management, comprehensive portfolio management, and standalone financial planning and consulting to individuals, high‑net‑worth clients, and charitable organizations. Like many supported firms, it combines discretionary portfolio management with written financial plans and periodic client consultations. The firm builds individualized portfolios using asset allocation and a mix of fundamental, quantitative and qualitative analysis, typically employing long‑term purchase strategies and a range of instruments including stocks, bonds, ETFs, options and private securities. It also uses third‑party sub‑advisors to implement strategies, conducts initial due diligence and ongoing reviews of those managers, and monitors and rebalances client accounts on a regular basis. Wallace Advisory Group manages roughly $269 million in regulatory assets, a level of assets per advisor that is uncommon among supported firms, and it discloses affiliations that affect product distribution: representatives are registered with M Holdings Securities and are licensed insurance agents, and the firm provides insurance services through a DBA. Those affiliations mean the firm and its representatives may receive commission or trail compensation for securities and insurance sales and share fees with sub‑advisors; the brochure describes disclosure and oversight practices intended to address these conflicts.

To learn more about the advisors currently working at Wallace Advisory Group, 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.