A complete list of active advisors currently associated with Woven Capital, LLC

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

Woven Capital works with individuals, families, select high‑net‑worth clients and tax‑exempt organizations to provide fee‑only financial planning and investment advisory services, offered on an as‑needed, fixed‑fee, ongoing subscription, or asset‑based basis. Its services include comprehensive financial plans, retirement and tax‑aware planning, and implementation or referral to independent managers for portfolio management. The firm follows an evidence‑based, asset‑class‑driven investment approach, implementing strategic asset allocations primarily through institutional mutual funds (including Dimensional Fund Advisors), ETFs, certificates of deposit and fixed‑income instruments, and it can incorporate environmental sustainability screens when clients request them. Portfolios are monitored and periodically rebalanced, and investment advice is delivered through individualized investment policy statements with ongoing oversight. A distinctive feature of Woven Capital is that it reports $0 in discretionary assets under management and $23,298,260 in non‑discretionary AUM, so it generally requires client approval for each trade — an uncommon arrangement among solo independent advisors. The firm also highlights sustainability‑oriented fund options, provides services and separate fee schedules for tax‑exempt organizations, does not accept custody, and executes client trades on an individual rather than block‑trading basis while using custodial platforms such as Charles Schwab and Betterment Institutional.

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