A complete list of active advisors currently associated with Wealth Mode

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

Wealth Mode serves individual and small‑business clients, including individuals with complex employee benefits or business‑owner needs, offering financial planning, investment management and tax return preparation and representation. Like many independent advisers, it provides portfolio management for individuals and uses asset‑based fees alongside fixed‑fee and hourly planning engagements. The firm implements investment programs primarily through third‑party money managers and passive, model‑based portfolios grounded in Modern Portfolio Theory, using formal risk‑profiling questionnaires to establish client allocations. Comprehensive planning clients receive an upfront plan and ongoing monitoring with a schedule of semi‑annual reviews, coordinated implementation and periodic rebalancing or plan updates. Compared with typical solo independent firms, Wealth Mode offers an uncommon mix of public education and outreach—online courses, webinars and in‑person seminars—while also providing fee‑based tax services (including tax return preparation and IRS representation through the firm owner’s Enrolled Agent credential). It also extends into small‑business support (bookkeeping review, payroll coordination, entity setup/maintenance), broadening its service set beyond the standard planning plus AUM management model.

To learn more about the advisors currently working at Wealth Mode, 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
Justin Chidester	Bountiful, UT	10

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

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