A complete list of active advisors currently associated with Zermatt Wealth Advisors

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

Zermatt Wealth Advisors is an SEC‑registered, fee‑only firm that provides personalized wealth planning and investment management to individuals, retirement plans, trusts, estates, charitable organizations and small businesses. Its service offerings include discretionary and nondiscretionary portfolio management, ETF‑only model portfolios, 401(k) consulting, and ad‑hoc hourly or fixed‑fee planning engagements. The firm manages approximately $206.9 million in client assets and uses an asset‑allocation framework informed by third‑party research, periodic rebalancing, and individualized investment policy statements; it provides regular reporting and tax‑related account information. Zermatt discloses the potential for recommending rollovers from employer plans to IRAs and offers multiple billing formats (asset‑based, flat and hourly) while operating under fiduciary obligations and a documented Code of Ethics. A distinctive feature is that Zermatt is affiliated with another SEC‑registered adviser (Zermatt Wealth Partners LLC) and operates multiple advisory entities under common ownership with shared board members, a structure the brochure highlights and addresses through governance and compliance procedures. The firm also notes capabilities less common among similarly sized advisers — including advisory work on private equity, fund‑of‑funds and futures funds — while maintaining an ETF portfolio service targeted at smaller accounts alongside its core wealth‑planning practice.

To learn more about the advisors currently working at Zermatt Wealth Advisors, 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.