A complete list of active advisors currently associated with Wealth Design Consulting, LLC

Warmer can help you find a great advisor at Wealth Design Consulting, LLC or one who fits your needs even better.

Wealth Design Consulting, LLC is a fee-only registered investment adviser that serves individual clients, including high-net-worth households, through both discretionary portfolio management and separate consulting engagements. As of December 31, 2025 the firm reported roughly $36.7 million in assets under management across about 52 client relationships supported by a small advisory team. The firm establishes an Investment Policy Statement for managed accounts and typically implements diversified allocations using primarily ETFs and mutual funds, with selective equity and fixed‑income positions; it employs both fundamental and technical analysis and portfolio-construction frameworks such as modern portfolio theory and tactical allocation. Accounts are managed on a discretionary, percentage‑of‑AUM basis with quarterly reviews and the firm also provides project-based consulting on cash flow, tax planning, retirement income, insurance, long‑term care and estate planning matters. A notable characteristic disclosed in the brochure is the firm’s affiliation with a law firm (Cook and Associates), and several principals’ legal backgrounds, which the firm says can lead to client referrals between the entities and potential conflicts of interest that are disclosed to clients. That integration of investment advice with estate, tax and business‑succession planning — combined with a relatively small client base and explicit conflict-disclosure practices — differentiates the firm from many peers.

To learn more about the advisors currently working at Wealth Design Consulting, 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.