A complete list of active advisors currently associated with Wuenschell Financial Services LLC

Warmer can help you find a great advisor at Wuenschell Financial Services LLC or one who fits your needs even better.

The firm provides portfolio management and financial planning to individual and high-net-worth clients. It prepares an Investment Policy Statement for each client and offers both discretionary and non-discretionary management across mutual funds, ETFs, fixed income, real estate funds (including REITs), annuities and select non-U.S. securities. The firm's investment approach combines fundamental analysis, modern portfolio theory and technical analysis with a long-term trading orientation and documented risk tolerances; accounts are reviewed at least quarterly and reporting is provided via the custodian. It discloses acting as a fiduciary for retirement accounts and generally recommends custodial services from Schwab Institutional while charging asset-based advisory fees. A notable feature is the firm’s affiliation with the principal’s accounting practice, meaning clients may receive accounting or tax-related services from the same adviser and should be aware of that potential overlap. The adviser also discloses additional outside business activities (operating a food franchise, property management and procurement services), serves a small client base with roughly $7.3 million in AUM, does not use third‑party sub‑advisers or wrap programs, and maintains a written code of ethics and trade allocation policies to address conflicts.

To learn more about the advisors currently working at Wuenschell Financial Services 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.