A complete list of active advisors currently associated with Your Wealth Consultants LLC

Warmer can help you find a great advisor at Your Wealth Consultants LLC or one who fits your needs even better.

Your Wealth Consultants LLC is a small, independent, state-registered advisory firm that provides discretionary investment management and fee-based financial planning and tax advice to individuals, families, trusts, small businesses and nonprofit entities. The firm manages roughly $2.1 million across about 35 client relationships and operates as a single-advisor practice. The firm’s investment approach is grounded in modern portfolio theory and market-efficiency principles, favoring diversified, low-cost allocations implemented primarily with passively managed ETFs and, when appropriate, mutual funds, individual stocks and bonds. Portfolios are individualized to client objectives and risk tolerances and combine strategic and tactical asset allocation with regular account reviews and an emphasis on minimizing costs. A distinctive feature disclosed in the brochure is that the firm’s principal is also a licensed insurance agent and may receive commissions from the sale of fixed insurance and annuity products, which the firm identifies as a potential conflict of interest alongside its asset-based advisory services. The firm also recommends specific custodians and notes that outside firms handle accounting and reporting, arrangements that can affect execution, administrative services and client reporting.

To learn more about the advisors currently working at Your Wealth Consultants 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.