Continuum Wealth Strategies, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$26,281,221
Clients
14
43% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
14
LowAverage account size
$1,877,230
About
Continuum Wealth Strategies is a single‑advisor registered investment adviser that serves individuals and other types of clients through wrap investment management, comprehensive financial planning, financial consulting, and ERISA/retirement (pension) consulting. The firm also offers access to third‑party portfolio managers via LPL Financial’s Manager Access Select program as part of its advisory services.
Investment advice is delivered primarily through individualized, discretionary wrap accounts and combines multiple methods of analysis, including fundamental and technical approaches, with exposures to ETFs, mutual funds, individual equities and municipal bonds. The firm conducts due diligence on third‑party managers offered through the LPL platform and permits client‑directed restrictions where feasible.
Noteworthy aspects relative to peers include sponsoring its own wrap fee program (an uncommon capability for a solo independent adviser), offering ERISA/pension consulting with acknowledged fiduciary responsibilities, and maintaining insurance licensing and broker‑dealer affiliations that allow commissionable securities and insurance sales. The brochure also discloses the firm’s relationship with LPL (including receipt of certain non‑soft‑dollar services and transition assistance) and a compact client base—14 clients with about $26.3 million in regulatory assets under management—features that shape potential conflicts of interest the firm discloses and manages.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
General retirement planning
Wealth management
Tax strategies for small businesses
Fee options
Flat fees generally range from $1,000 to $20,000 for ERISA & Retirement Consulting and Financial Planning/Consulting services
Commission from sale of securities and insurance products by supervised persons, but not on advisory accounts
$350 per hour for ERISA & Retirement Consulting and Financial Planning/Consulting services
Account minimum: $100,000 Minimum fee: Minimum fee of $1,000 for written financial plans Fee-only: Hourly fee: $350; Flat fees generally range from $1,000 to $20,000; Fees are negotiable
Main office location
Continuum Wealth Strategies, LLC
Reston VA, United States
Number of offices
2
Most active in
Continuum Wealth Strategies, LLC has reported serving >5 clients in these states in the last 12 months.
California · Colorado · Virginia
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
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.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
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.
Forms ADV
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")