A complete list of active advisors currently associated with Firetower Advisors
Warmer can help you find a great advisor at Firetower Advisors or one who fits your needs even better.
FireTower Advisors provides financial planning and discretionary investment management primarily for individual clients, offering standalone consulting and portfolio management without selling third-party products or receiving commissions. The firm states it does not impose account minimums and manages client accounts on a discretionary basis with clients selecting their own custodians. The firm’s investment approach emphasizes fundamental analysis and asset allocation models to construct long-term, diversified portfolios using individual securities, mutual funds, and ETFs tailored to each client’s goals and risk tolerance. Accounts are reviewed at least annually and the firm operates under written discretionary authority when managing portfolios. Compared with many peers that focus on pooled or institutional mandates, the firm’s mix of hourly financial planning alongside asset-based management and its explicit focus on individual (including non‑HNW) clients with no stated minimums is atypical for its category. The adviser is newly established, reports no affiliations or custody of client assets, does not charge performance-based fees, and leaves proxy voting and custodian selection to clients.
To learn more about the advisors currently working at Firetower 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.
Name |
Location |
Years of experience |
|---|---|---|
Belgrade, MT
| 0
|
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