A complete list of active advisors currently associated with Anomaly Advisors

Warmer can help you find a great advisor at Anomaly Advisors or one who fits your needs even better.

The firm provides financial planning, investment consultation, and portfolio management to individuals, high-net-worth individuals, and small businesses, and it offers periodic educational workshops on personal finance and investing. It also facilitates implementation through recommended custodians and sub‑advisors and reported no client reportable assets under management as of the brochure date. Investment recommendations are based on fundamental analysis and an implementation philosophy grounded in Modern Portfolio Theory, favoring diversified, tax‑efficient, low‑cost vehicles with periodic rebalancing and a long‑term buy‑and‑hold orientation. Portfolios may be managed on a discretionary or non‑discretionary basis, and accounts and plans are reviewed at least quarterly or upon material changes in a client’s situation. The firm’s principal holds both insurance and real estate licenses and discloses offering insurance and real estate advice as part of its services, a combination that is uncommon for firms in this category. It uses a mix of fee arrangements that include hourly planning rates, fixed planning fees, and a monthly retainer (subscription‑style) for ongoing services, and it regularly selects and recommends third‑party sub‑advisers (including potential affiliates of a recommended custodian), which the firm discloses and reviews for conflicts of interest.

To learn more about the advisors currently working at Anomaly Advisors, 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.