A complete list of active advisors currently associated with Wander Financial Services, LLC
Warmer can help you find a great advisor at Wander Financial Services, LLC or one who fits your needs even better.
Wander Financial Services, LLC provides personalized financial planning and ongoing asset management primarily for individual clients, including high‑net‑worth households, and also works with retirement plan sponsors and participants. Its services include comprehensive and modular written financial plans, retainer and consultation arrangements, wrap‑fee portfolio management and explicit pension consulting engagements. The firm relies on fundamental analysis and implements client strategies through model portfolios and third‑party managers accessed via the AssetMark platform, rather than market timing, and it tailors recommendations to each client’s objectives and risk tolerance. Managed accounts are reviewed at least quarterly, and the firm positions itself as the communication conduit between clients and independent investment strategists while accommodating client‑imposed investment restrictions. Compared with many solo independent advisers, Wander’s brochure discloses that its representatives are independently licensed to sell insurance products and may earn commissions in that separate capacity, and that the firm provides structured pension consulting services to plan sponsors—covering plan design review, fiduciary support, employee education and investment due diligence. The firm also participates in wrap‑fee programs and receives periodic marketing reimbursements from AssetMark, which the brochure identifies as additional compensation sources that clients should consider.
To learn more about the advisors currently working at Wander Financial Services, 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 |
|---|---|---|
New York, NY
| 5
|
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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. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
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