A complete list of active advisors currently associated with Wealthwyzr, LLC

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

Wealthwyzr, LLC is a fee-only independent advisory firm that provides comprehensive financial planning to individuals and high‑net‑worth individuals through ongoing and project‑based engagements. The firm delivers written financial plans and related advice but does not provide discretionary portfolio management, does not manage client assets, and does not accept custody. In its recommendations, Wealthwyzr emphasizes asset allocation and may use both fundamental and technical analysis when suggesting mutual funds, ETFs, and other securities, with attention to manager track records, underlying holdings, liquidity, and tax efficiency. Rather than charging percentage‑of‑assets fees, the firm is compensated through fixed, hourly, and recurring planning fees and clients implement recommended trades through their chosen custodians. Noteworthy differences from many peers include the firm’s offering of educational seminars and speaking engagements as a formal non‑advisory service and its very small client base managed by a single principal who holds CFA and CFP credentials and has prior investment operations and compliance experience. The brochure discloses the principal’s substantive outside role at another organization and notes that the firm’s lack of trading activity for clients is a mitigating factor for potential conflicts with market‑hours availability.

To learn more about the advisors currently working at Wealthwyzr, 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.