A complete list of active advisors currently associated with WSA Affiliates, LLC
Warmer can help you find a great advisor at WSA Affiliates, LLC or one who fits your needs even better.
WSA Affiliates, LLC provides advisory referral (solicitor) services and financial planning to individual and high‑net‑worth clients. The firm operates with a small team of advisors and does not manage client assets or participate in wrap fee programs. WSA’s primary role is to assess client needs, coordinate and refer clients to affiliated and unaffiliated Other Advisors, and offer formal or informal financial plans billed on an hourly basis (typically $100–$250 per hour). Implementation of recommendations is left to the client and the selected Other Advisors; WSA discloses its referral arrangements, conducts due diligence on recommended advisers, and may receive referral compensation (disclosed as typically 0.00%–1.00% of assets under management billed by the Other Advisor). Notable distinctions include majority ownership by an SEC‑registered investment adviser and explicit affiliations with non‑advisory businesses, including an insurance agency and a technology/marketing company, which create potential sources of commission and referral compensation. The firm’s model—focusing on referrals and hourly planning rather than providing portfolio management or directly charging percentage‑of‑AUM fees—is less common among supported firms; WSA also does not take custody of client assets or vote client proxies.
To learn more about the advisors currently working at WSA Affiliates, 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.
You can also browse WSA Affiliates, LLC's office locations.
Name |
Location |
Years of experience |
|---|---|---|
Salisbury, CT
| 21
| |
Dallas, TX
| 27
| |
League City, TX
| 8
|
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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.
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