A complete list of active advisors currently associated with Whitley Financial, LLC
Warmer can help you find a great advisor at Whitley Financial, LLC or one who fits your needs even better.
Whitley Financial provides discretionary investment management and financial planning to individuals, high net worth individuals, trusts, estates, and small businesses. The firm reports managing approximately $5.9 million in client assets across roughly 29 client relationships. Portfolios are constructed using ETFs, mutual funds, individual stocks and bonds and the firm employs both fundamental and technical analysis with a primarily long-term orientation while permitting shorter-term trades as needed. Financial planning and consulting are offered on hourly or fixed-fee terms, and the firm states its fiduciary commitment to clients. The principal maintains an active insurance license and may receive commission-based compensation for insurance products; the brochure discloses these commissions are separate from advisory fees and that the insurance activity occupies under 10% of the principal’s time, creating a potential conflict of interest. The firm also participates in an institutional platform relationship with a national custodian that provides software and economic benefits, a relationship the firm discloses may influence custodian recommendations.
To learn more about the advisors currently working at Whitley 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 |
|---|---|---|
Harrisburg, NC
| 32
|
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