A complete list of active advisors currently associated with Magpie Consulting LLC

Warmer can help you find a great advisor at Magpie Consulting LLC or one who fits your needs even better.

Magpie Consulting LLC provides asset management and financial planning services to individual investors, including both high‑net‑worth clients and individuals who do not meet HNW thresholds. Offerings include discretionary and non‑discretionary portfolio management, written Investment Policy Statements, and consultative hourly planning engagements. The firm follows the CFP Board financial planning process and prepares an IPS for each client that models estimated returns, standard deviation, correlations, and includes tables projecting “risk of loss” over the client’s investment horizon. Portfolios are constructed primarily with ETFs and are custodied through Altruist, and a larger share of the firm’s assets are managed on a non‑discretionary basis rather than fully discretionary mandates. Compared with many peers in the investment‑manager category, Magpie’s mix of mostly non‑discretionary assets together with a client base that explicitly includes both non‑HNW and HNW individuals is uncommon and indicates a focus on individualized, client‑approved implementation. The firm operates as fee‑only, emphasizes IPS‑based risk modeling and downside analysis, and does not take custody of client assets beyond fee deduction by the custodian.

To learn more about the advisors currently working at Magpie Consulting 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.