A complete list of active advisors currently associated with Wealth Team LLC

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

Wealth Team LLC provides discretionary asset management and both one-time and ongoing financial planning to individuals, high‑net‑worth clients, trusts, estates, charitable organizations, and business entities. The firm operates as a small, single‑advisor independent advisory practice and generally charges asset‑based fees for portfolio management while offering planning on an hourly or fixed-fee basis. Wealth Team builds individualized investment programs based on clients’ goals, time horizons, and risk tolerances and exercises discretionary authority to implement allocations, with account reviews at least quarterly. The firm’s methods include fundamental, technical, and cyclical analysis, and it uses a third‑party held‑away platform to review and rebalance defined contribution participant accounts without taking custody. The firm’s principal is actively licensed as an insurance agent and operates affiliated insurance and related businesses; investment representatives may receive external compensation from insurance product sales, a disclosed arrangement that introduces potential conflicts of interest. Compared with many peers, Wealth Team combines small scale and no account minimums with direct insurance affiliations and the use of a held‑away account linkage for workplace plans, making its operating structure atypical among independent advisers.

To learn more about the advisors currently working at Wealth Team 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
John Mc Fie	Franklin, IN	5

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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.

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