A complete list of active advisors currently associated with WanderWealth Inc.
Warmer can help you find a great advisor at WanderWealth Inc. or one who fits your needs even better.
WanderWealth Inc. is an independent, single-advisor firm that provides discretionary investment management and both ongoing and limited-scope project financial planning to individuals and couples, with a stated specialty serving Americans who plan to retire to or already reside in France. Like many independent advisers, it works on a fee-only basis and provides household-focused portfolio management and planning services for individual clients. The firm follows a passive, asset-allocation approach using pre-constructed model portfolios that are implemented with exchange-traded funds or, for eligible clients, direct index portfolios holding individual securities. Direct index models are offered principally to clients who reside in or expect to become French tax residents and accounts are generally transitioned toward those models over time to manage the timing of realized gains and tax-lot control. Several operational features distinguish the firm from many peers: it has replaced a minimum account-size requirement with a minimum annual fee and will accept ongoing advisory clients who hold no managed assets, and it offers project-based planning that can be credited toward an ensuing ongoing relationship (a practice the brochure discloses as a potential conflict of interest). The firm’s principal also operates an affiliated education and media company that generates prospective clients, a relationship the adviser discloses, and the adviser’s small scale — modest assets under management and a low-teens client base — means the principal conducts client reviews and most client-facing work.
To learn more about the advisors currently working at WanderWealth Inc., 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 |
|---|---|---|
Hillsborough, NC
| 20
|
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