A complete list of active advisors currently associated with Green Tree Wealth, Inc
Warmer can help you find a great advisor at Green Tree Wealth, Inc or one who fits your needs even better.
Green Tree Wealth, Inc. is a newly registered investment adviser that provides portfolio management for pooled and institutional clients and also offers financial planning and consulting services to individuals and business entities. The firm builds client allocations from model portfolios and may engage sub‑advisers to implement discretionary strategies; it currently reports no assets under management. Green Tree employs a tactical asset allocation framework, constructing customized portfolios and rebalancing as needed while retaining authority to hire, fire, or reallocate among selected sub‑advisers. The firm considers tax consequences for taxable accounts and offers ongoing planning and standalone consulting engagements in addition to its portfolio management services. Noteworthy features include the principal’s activity as a licensed insurance agent, the formal use and selection of third‑party sub‑advisers (including a named sub‑adviser), and the acceptance of hourly billing for financial consulting—each of which is less common among peer investment managers. The firm also uses custodial arrangements that allow limited fee deductions by the custodian and may waive or set account minimums at its discretion.
To learn more about the advisors currently working at Green Tree Wealth, Inc, 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 |
|---|---|---|
Bend, OR
| 4
|
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")