A complete list of active advisors currently associated with Alternative Finance LLC
Warmer can help you find a great advisor at Alternative Finance LLC or one who fits your needs even better.
Alternative Finance LLC is a newly formed SEC‑registered advisory firm that, according to its brochure, provides written financial planning (one‑time and ongoing) and investment advice limited to mutual funds, fixed income, real‑estate funds (including REITs), insurance products and annuities, equities, ETFs, TIPS, non‑U.S. securities and private placements. The brochure lists individuals and high‑net‑worth individuals as client types, reports $0 in assets under management as of April 2024, and describes subscription‑style monthly service tiers alongside one‑time planning engagements. The firm describes a multi‑disciplinary investment approach using charting, cyclical, fundamental, quantitative, technical analysis and modern portfolio theory to support both long‑ and short‑term trading recommendations, and it tailors model allocations and recommendations to client restrictions and values. Alternative Finance states that it does not take discretionary authority or custody of client accounts and typically delivers plans upon completion unless a client chooses ongoing subscription services. What is distinctive in the brochure is the fee design: Alternative Finance relies on fixed monthly subscription tiers and an hourly fee for one‑time written financial plans rather than charging percentage‑of‑assets‑under‑management fees, and it discloses it does not accept performance‑based fees or participate in wrap programs. The firm operates with a single management person, was formed in 2024, and discloses use of Schwab Institutional custody/trading services and potential soft‑dollar benefits, which the brochure says may factor into its broker selection.
To learn more about the advisors currently working at Alternative Finance 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.
Name |
Location |
Years of experience |
|---|---|---|
Coral Gables, FL
| 6
|
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Compare top advisor firms by metric, firm size, and location.
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")