Providers & Families Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$7,656,697
Total clients
56
2% high-net worth
Total advisors
2
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
28
Average account size
$136,727
About
Providers & Families Wealth Management serves individuals, high‑net‑worth clients, families, trusts, estates, businesses and charitable organizations by providing financial planning and discretionary investment management. The firm also offers consulting services and may refer clients to unaffiliated registered investment advisers or engage third‑party sub‑advisors for asset management under solicitor or subadvisor arrangements.
Investment portfolios are customized using a strategic asset allocation framework and a variety of analytical methods (technical, fundamental, quantitative and qualitative), with ongoing monitoring, rebalancing and discretionary trading where authorized. Alongside AUM‑based management, the firm offers an ongoing subscription option for continuous financial planning and provides regular client education through webinars and firm-produced online content.
Compared with many peers, the firm’s business mix notably combines subscription planning with traditional advisory services and an active educational program, and it explicitly includes insurance and risk‑management reviews as part of its planning offerings. The brochure also discloses solicitor referral relationships and fee‑sharing with third parties and the use of sub‑advisors, arrangements that prospective clients should consider when evaluating conflicts of interest.
Client services
Expertise
Fee options
$0 - $499,999.99: 1.50% $500,000 - $999,999.99: 1.25% $1,000,000 - $2,999,999.99: 1.00% $3,000,000+: 0.50%
Financial planning services hourly rate not to exceed $300/hr
Ongoing financial planning subscription service monthly fees, not to exceed $250/month; Foundational financial planning subscription fees: Individuals $500 one-time onboarding fee + $175/month; Couples $750 one-time onboarding fee + $250/month; 12-month minimum commitment
Minimum fee: Financial planning minimum fee of $2,500 Fee-only: Financial planning hourly rate up to $300/hr; monthly financial planning subscription fees (e.g., $175/month for individuals, $250/month for couples); foundational financial planning subscription fees ($500 or $750 one-time onboarding fee plus monthly fees)
Main office location
Providers & Families Wealth Management
Carlisle PA, United States
Number of offices
1
Most active in
Pennsylvania · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
Forms ADV
Quick links
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
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")