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

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

Wealth Engineering is a fee-only investment management and financial planning firm that provides ongoing discretionary portfolio management and financial planning to individuals, families, retirement plans, trusts, and estates. As of December 31, 2025 the firm reported approximately $170.96 million in discretionary assets across roughly 56 client relationships and offers an initial exploratory meeting at no charge. The firm’s investment process emphasizes macroeconomic fundamental analysis and a strategic asset allocation approach, favoring broad-based index and passively managed mutual funds and ETFs with periodic rebalancing and regular monitoring. Recommendations are documented in a written Recommendation Letter and implemented under discretionary authority, and the firm incorporates tax-aware activities such as tax-loss harvesting and year‑end tax evaluations into ongoing management. Compared with many peers, Wealth Engineering operates with a relatively large asset base for its client count and integrates detailed planning support—realized gain/loss reports for tax returns, required minimum distribution planning, and annual net worth calculations—into advisory relationships. The firm maintains a strict fee-only model with no commissions or referral compensation, discloses use of third-party bond brokers for separate-issue municipal bonds (while not receiving their commissions), and reserves limited hourly billing for uncommon, extraordinary non-investment events.

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