A complete list of active advisors currently associated with Advanced Financial Services
Warmer can help you find a great advisor at Advanced Financial Services or one who fits your needs even better.
Advanced Financial Services provides portfolio management, financial planning, and third‑party manager selection and oversight for a mix of clients that include pension and profit‑sharing plans, trusts, charitable organizations, and individuals. The firm prepares comprehensive financial plans addressing assets, liabilities, insurance, tax and estate considerations and develops portfolios intended to align with each client’s risk tolerance and time horizon. The firm implements client strategies primarily by recommending and onboarding third‑party money managers, conducting initial due diligence and performing at least annual reviews of those managers, and it discloses relationships with managers such as Morningstar Managed Portfolios and Freedom Advisors. Investment analysis relies on fundamental and technical methods as appropriate, and the firm does not engage in option trading, commodities, foreign currency trading, or performance‑based fee arrangements. What distinguishes the firm from many peers is its combination of pension‑plan consulting and manager‑selection services together with affiliations with several insurance companies and a licensed insurance professional, roles that are relatively uncommon among firms in this category. The firm also reported $0 in discretionary and non‑discretionary assets under management as of December 31, 2024 and operates with a single advisory professional, relying on third‑party managers for implementation.
To learn more about the advisors currently working at Advanced Financial Services, 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.
Name |
Location |
Years of experience |
|---|---|---|
Scottsdale, AZ
| 29
|
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