A complete list of active advisors currently associated with Wealth Advisory Solutions, LLC
Warmer can help you find a great advisor at Wealth Advisory Solutions, LLC or one who fits your needs even better.
Wealth Advisory Solutions, LLC provides financial planning, investment consulting and asset management to individuals (including high‑net‑worth clients), retirement plans, trusts, estates, charitable organizations and business entities. The firm’s brochure also describes institutional retirement‑plan services and participant education, and it manages both discretionary and non‑discretionary accounts. The firm describes an individualized process that begins with an intensive fact‑finding session and a written financial plan and Investment Policy Statement, and then implements strategies on either a discretionary or non‑discretionary basis. Investment implementation typically uses strategic and tactical asset allocation with a core (domestic mutual funds/ETFs) and satellite (global, sector and specialty funds) approach, and the firm employs a mix of fundamental and technical analysis while aggregating trades when appropriate. Distinctive features noted in the brochure include operating under several d/b/a practices, offering a separate managed non‑discretionary service for an additional fee, and a disclosed relationship in which an employee is dually employed with Canterbury Investment Management that can result in occasional allocations to Canterbury‑advised mutual funds (with a separate fee). The brochure also states that, as of December 31, 2024, the firm managed $546,496,447 in discretionary assets and $13,905,535 in non‑discretionary assets, and it highlights operational arrangements such as the use of Trade‑PMR for institutional trading access, Charles Schwab as a preferred custodian, and a trade‑error policy that donates any gains from corrected errors to charity.
To learn more about the advisors currently working at Wealth Advisory Solutions, 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 |
|---|---|---|
Zionsville, IN
| 6
| |
Zionsville, IN
| 9
| |
Zionsville, IN
| 17
| |
Zionsville, IN
| 0
| |
Zionsville, IN
| 25
| |
Zionsville, IN
| 39
| |
Zionsville, IN
| 25
| |
Zionsville, IN
| 25
|
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