A complete list of active advisors currently associated with Vidal Wealth Management

Warmer can help you find a great advisor at Vidal Wealth Management or one who fits your needs even better.

Vidal Wealth Management provides fee-based financial planning to individuals and families, with services focused on retirement planning, debt reduction, budgeting, and financial goal-setting. The firm does not manage investment portfolios, execute trades, or hold custody of client assets. Advisory work is delivered on a flat-fee basis with written plans and account reviews performed as needed or when triggered by significant life events. While clients may receive general guidance on investment principles, the firm does not perform securities analysis or implement investment strategies on clients’ behalf. Notably, Vidal is a state‑registered, sole‑owner practice that discloses it has no assets under management and does not use percentage‑of‑AUM fees, which departs from what many firms in its registration category typically do. The brochure also states the firm has no affiliations with broker‑dealers or custodians, maintains a Code of Ethics, does not aggregate trades, and does not accept significant prepayments in advance.

To learn more about the advisors currently working at Vidal Wealth Management, 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.