A complete list of active advisors currently associated with WealthPortrait Financial, LLC

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

WealthPortrait Financial LLC is a registered investment adviser that provides financial planning and consulting services to individuals and to certain institutional clients such as pension/profit-sharing plans and charitable organizations. In 2023 the firm ceased maintaining individual investment accounts and now focuses on delivering written financial plans rather than discretionary portfolio management. The firm’s planning process involves collecting detailed personal and financial information to produce a written plan addressing matters like retirement, tax, estate, insurance and business succession; it does not select portfolio managers, exercise investment discretion, or vote client securities. Fees for planning are charged on hourly or fixed-fee bases, and the firm screens prospective planning relationships by requiring a minimum portfolio size while retaining discretion to accept exceptions. Notable distinguishing features include that the principal maintains a state-licensed insurance agency that sells fixed annuities and life insurance, and advisory representatives are also registered with a broker-dealer and may receive insurance or brokerage-related compensation, which the firm discloses as a potential conflict of interest. The firm also reports having no regulatory assets under management, no plans for a public website, and does not rely on percentage-of-assets–under-management fees—characteristics that are uncommon for advisers in the investment-manager category.

To learn more about the advisors currently working at WealthPortrait Financial, 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
Joshua Stivers	Austin, TX	16

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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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