A complete list of active advisors currently associated with Second Opinion Financial

Warmer can help you find a great advisor at Second Opinion Financial or one who fits your needs even better.

Second Opinion Financial is a fee-only registered investment adviser that provides investment management, one‑time and ongoing financial planning, educational seminars and speaking engagements, and a combined subscription service that integrates planning and investment management through the Elements® platform. The firm’s Form ADV reports it had $0 in discretionary and non‑discretionary assets under management as of December 31, 2025. The firm’s investment approach emphasizes Modern Portfolio Theory, asset allocation, and the use of mutual funds and ETFs with a generally passive, long‑term holding orientation, and it may manage accounts on a discretionary basis when authorized. Instead of charging a percentage of assets under management, SOF employs fixed and subscription‑style fees and offers both project‑based and ongoing planning engagements, allowing clients to select the scope and cadence of services. Noteworthy features relative to many peers include the formal offering of educational seminars and speaking engagements—presented as purely educational events with fee waivers possible—and a subscription model that consolidates personal and business finances on an ongoing basis. The firm is small and led by a principal with a clinical background and separate publishing activity, and its trading policy favors implementing trades on an individual account basis rather than through aggregated block orders.

To learn more about the advisors currently working at Second Opinion Financial, 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.