A complete list of active advisors currently associated with Someday Advisors

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

Someday Advisors provides financial planning and portfolio management services primarily to individual and high‑net‑worth clients, covering topics such as cash‑flow analysis, retirement, education funding, tax and estate planning, and divorce consultation. The firm also offers periodic educational workshops on planning and investing topics, which the brochure states are provided complimentary to clients. Investment recommendations are grounded in Modern Portfolio Theory and fundamental analysis, employing a passive, long‑term buy‑and‑hold approach with periodic rebalancing and portfolios that typically include mutual funds, ETFs, and fixed‑income securities. Portfolio management is provided on a non‑discretionary basis, so transactions and rebalancing are implemented only with client approval and review. Compared with many investment manager firms, Someday Advisors uses non‑traditional billing methods: it offers hourly planning engagements ($250 per hour billed in 15‑minute increments), fixed‑fee projects (e.g., a $500 Financial Checkup and a $2,500 Stand‑Alone Financial Plan), and a fixed‑dollar comprehensive wealth‑management fee range ($9,000–$70,000 annually) rather than a percentage‑of‑AUM model. The brochure also notes the firm reports no reportable assets under management, does not receive commissions or 12b‑1 fees, and does not charge performance‑based fees.

To learn more about the advisors currently working at Someday Advisors, 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.