Measured Financial logo

Measured Financial

Updated today

Client assets under management

$67,185,000

Clients

253

32% high-net worth

Advisors

3

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

84

High

Average account size

$265,553

About

Measured Financial provides investment advice and financial planning to individuals, high‑net‑worth clients, and business entities through portfolio management and related planning services. The firm offers non‑discretionary asset management, including dedicated variable annuity management and comprehensive financial planning that covers estate, tax, retirement income, and college planning topics.

Measured Financial operates primarily on a non‑discretionary basis and states it obtains prior client approval before executing transactions, with $67,740,000 reported as non‑discretionary assets under management as of December 31, 2025. The firm combines fundamental, technical, charting and cyclical analysis in its investment work, sponsors a wrap fee program to bundle advisory and execution services, and conducts educational seminars and workshops for the public without providing specific investment or tax advice.

What distinguishes the firm from many peers is this mix of features: sponsoring a wrap fee program while managing nearly all assets non‑discretionarily and offering public educational events—an uncommon combination for a small, newer advisory firm founded in 2019. The brochure also discloses that the firm is privately owned by two principals and that one principal maintains an affiliated insurance practice; the firm notes this outside activity as a disclosed conflict that it mitigates through procedures and fiduciary obligations.

Client services

Portfolio management Educational seminars or workshops

Expertise

General estate planning guidance College savings (529s, UTMA, etc.)

Fee options

Percentage

$0 - $99,999: 1.40% annually $100,000 - $249,999: 1.25% annually $250,000 - $499,999: 1.05% annually $500,000 - $799,999: 0.95% annually $800,000+: 0.75% annually

Other

Account minimum: $50,000

Main office location

Measured Financial

3017 Douglas Blvd,, Suite 300

Roseville CA 95661, United States

Number of offices

1

Most active in

California · Nevada · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Eric C

Series 63, Series 65

Roseville, CA

Measured Financial

Eric Chmielewski is a financial advisor at Measured Financial in Roseville, CA, holding Series 63 and Series 65 designations with 10 years of industry experience. He has worked at Tailored Wealth Management, LLC, Staines Financial, LLC, Uncommon Capital, LLC, and Independent Financial Group LLC. Measured Financial provides investment advice and financial planning to individuals, high-net-worth clients, and business entities, primarily on a non-discretionary basis. The firm integrates fundamental, technical, charting, and cyclical analysis, sponsors a wrap fee program, and offers public educational seminars.

General estate planning guidance College savings (529s, UTMA, etc.)
user avatar

Steven S

Series 63, Series 65

Roseville, CA

Measured Financial

Steven Sanders is a financial advisor with Measured Financial in Roseville, CA, holding Series 63 and Series 65 licenses and 18 years of industry experience. His prior roles include positions at Whitehall-Parker Securities, Tailored Wealth Management, and Davis Financial Advisors. Outside of advisory work, he is the owner and manager of Jabrri, LLC dba Grove Biomass, a wood waste recycling business. Measured Financial provides investment advice and financial planning to individuals, high-net-worth clients, and business entities, primarily on a non-discretionary basis. The firm employs a combination of fundamental, technical, charting, and cyclical analysis and offers services including portfolio management, variable annuity management, and comprehensive financial planning.

General estate planning guidance College savings (529s, UTMA, etc.)
user avatar

Alexander G

Series 66

Roseville, CA

Measured Financial

Alexander Gibbs is a financial advisor at Measured Financial with six years of industry experience. He holds a Series 66 designation and has worked as an independent insurance agent since 2020. In addition to his financial career, he has been an engineering teacher at Alcove Unified School District since 2002, dedicating approximately half of his working time to this role. Measured Financial provides investment advice and financial planning to individuals, high-net-worth clients, and business entities, primarily operating on a non-discretionary basis with a focus on portfolio management and comprehensive planning across estate, tax, retirement income, and college funding. The firm combines multiple analytical approaches and offers public educational seminars alongside its advisory services.

General estate planning guidance College savings (529s, UTMA, etc.)
Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

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")