Advisor at Greenwich Financial Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Greenwich Financial Advisors, LLC
Location
Millsboro, DE 19966
Credentials
Series 65
Industry experience
8 years
Bruce Kramer is a financial advisor at Greenwich Financial Advisors, LLC with eight years of industry experience. He holds a Series 65 designation and has been managing his own CPA firm, Bruce Kramer CPA, LLC, since 2014, where he dedicates most of his time to accounting and tax preparation services. Greenwich Financial Advisors, LLC provides investment advisory and financial planning services to individuals, trusts, estates, and business entities, offering comprehensive portfolio management and specialized tax and corporate planning. The firm employs a variety of investment strategies tailored to client objectives and risk tolerance, emphasizing tax- and corporate-oriented advisory services alongside active portfolio management and alternative investment access.
Based on Greenwich Financial Advisors, LLC
$0 - $500,000: 1.10% $500,000 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.90% $2,000,000 - $3,000,000: 0.80% $3,000,000 - $4,000,000: 0.75% $4,000,000 - $5,000,000: 0.70% $5,000,000 - $6,000,000: 0.60% $6,000,000+: Negotiable
$275 per hour
Account minimum: $250,000 Fee-only: $275 per hour
32157 Ivory Gull
Millsboro, DE 19966
Delaware
Greenwich Financial Advisors, LLC
2020 - Present (6 years)
Bruce Kramer CPA, LLC
2014 - Present (12 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Rehoboth Beach, DE
Four Seasons Investment Management LLC
CFP®, CFA®, Series 66
Millville, DE
Breakwater Wealth Management
Series 63, Series 65
Millsboro, DE
Harding's Wealth Managers, Inc.
Series 63, Series 65
Lewes, DE
ARTAIS Capital Management, LLC
CFP®, Series 66
Lewes, DE
ECT Advisory, LLC
Series 63, Series 65
Millsboro, DE
Greenwich Financial Advisors, LLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
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. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")