A complete list of active advisors currently associated with Peartree Advisory

Warmer can help you find a great advisor at Peartree Advisory or one who fits your needs even better.

Peartree Advisory provides personal financial planning to individual clients, offering services such as risk analysis, asset allocation guidance, investment selection recommendations, and retirement distribution planning. The firm does not provide investment management or custody of client assets; clients are responsible for implementing any recommendations and the firm may coordinate with other professionals on legal or tax matters without providing legal or tax advice. The firm’s planning process relies on an asset-allocation approach that assesses goals, risk tolerance, spending needs, tax considerations, and investment experience, and commonly recommends index-based mutual funds and ETFs while outlining the associated risks. Peartree expects to review plans periodically, at least annually, and may recommend changes to asset allocation or investment selection, but it does not monitor or manage client accounts on an ongoing basis. Notably for a firm in the investment-manager category, Peartree operates on a fee-only basis billed through hourly rates or an annual flat fee rather than percentage-of-assets-under-management, and it does not accept commissions or performance-based fees. The firm is newly established in 2025, operates at a small scale, and accepts modern online payment methods (for example, PayPal and Venmo) for fee collection, which are features that distinguish it from many peers.

To learn more about the advisors currently working at Peartree Advisory, 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.