A complete list of active advisors currently associated with Julien Wealth Advisors, LLC

Warmer can help you find a great advisor at Julien Wealth Advisors, LLC or one who fits your needs even better.

Julien Wealth Advisors, LLC is a state-registered investment adviser that provides financial planning and investment consulting primarily to individual clients, including high-net-worth individuals. Services are delivered under written advisory agreements and the firm does not manage, custody, or take discretionary authority over client assets. The firm’s advice focuses on asset allocation and risk management and may include recommendations for mutual funds, index funds, ETFs, treasury and municipal securities, corporate bonds, CDs, and money market funds. Recommendations are implemented by the client or third parties; engagements are project-based and billed on an hourly or fixed-fee basis rather than as a percentage of assets. Julien’s operating model is atypical for firms in the investment-manager category: the firm reports no assets under management, does not participate in wrap programs, and does not charge percentage-of-AUM fees, and it does not provide ongoing monitoring unless specifically engaged to do so. The brochure also highlights the principal’s prior senior roles in corporate and wholesale banking and nonprofit leadership, a background that may inform advice for clients with corporate, banking, or institutional concerns.

To learn more about the advisors currently working at Julien Wealth Advisors, LLC, 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.