A complete list of active advisors currently associated with Arnold and Mote Wealth Management

Warmer can help you find a great advisor at Arnold and Mote Wealth Management or one who fits your needs even better.

Arnold & Mote Wealth Management provides personalized financial planning and investment management to individuals (including high-net-worth clients), trusts, estates, and small businesses, and also manages employer retirement accounts. Services range from comprehensive wealth management with ongoing advice to financial planning engagements and limited-scope or hourly planning. The firm follows a strategic, long-term investment approach focused on asset allocation, global diversification, low-cost passively managed index mutual funds and ETFs, monitoring, and rebalancing, typically documented in an Investment Policy Statement. AMWM generally avoids recommending individual stocks and implements portfolios on a discretionary basis consistent with client objectives and risk tolerance. What distinguishes Arnold & Mote from many peers is its billing model: the firm does not use percentage-of-assets fees but instead relies on flat-fee and hourly arrangements and operates as a fee-only, commission-free fiduciary that does not sell financial products. The brochure also notes recently added hourly planning, coordination with third-party tax preparers (with the firm sometimes absorbing tax-preparation fees), and a public educational presence via a YouTube channel that generates ad revenue.

To learn more about the advisors currently working at Arnold and Mote Wealth Management, 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.