A complete list of active advisors currently associated with Wealthnest Capital Inc.

Warmer can help you find a great advisor at Wealthnest Capital Inc. or one who fits your needs even better.

WealthNest Capital Inc. provides discretionary and non‑discretionary portfolio management and optional financial planning to individuals (including high‑net‑worth clients), corporations and other business entities. The firm prepares an Investment Policy Statement for each client and states it has no account minimum for services. WNCI applies a range of analytical methods — including charting, fundamental, technical, cyclical, quantitative analysis and modern portfolio theory — and implements long‑term, short‑term and options trading strategies (including covered options) as part of client portfolios. The firm typically seeks limited discretionary authority to execute the IPS it creates and states it does not use margin or leverage when implementing option strategies. Distinctive features in the brochure include an explicit statement that WNCI does not charge performance‑based fees (contrary to a small minority of peers that do) while still employing derivatives in managed accounts, a combination that is less common among similar firms. The firm is a small advisory team managing roughly $34 million in discretionary assets, has applied for SEC registration, and maintains formal policies (Code of Ethics, trade aggregation and trade error policies) to address conflicts such as affiliated insurance commissions.

To learn more about the advisors currently working at Wealthnest Capital Inc., 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.