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 provides discretionary, fee-only investment management to individual and couple households, including high-net-worth clients, using percentage-of-assets billing. The firm manages accounts with low-cost, diversified ETFs and requires a $500,000 household minimum to begin an advisory relationship. The firm implements a passive, asset-allocation approach through pre-constructed ETF model portfolios recommended after a risk survey and client discussion; WanderWealth maintains discretion over holdings, rebalancing, and trading and reviews accounts at least quarterly. Clients are assigned to model portfolios they cannot alter (though they may select a different model), and in-kind transfers may be transitioned into a model portfolio over time to address tax consequences. Compared with many independent advisers that serve non-HNW households, WanderWealth’s relatively high account minimum and strict use of firm-managed model portfolios are notable. The firm uses Interactive Brokers as its primary custodian to support clients with domestic and foreign addresses (with some legacy accounts at Altruist) and its principal is a CERTIFIED FINANCIAL PLANNER™ professional who also operates an education and media company.

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.