A complete list of active advisors currently associated with Wealth Management Services, Llc

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

Wealth Management Services LLC provides fee-based financial planning and investment advisory consultation to individuals, trusts, estates and charitable organizations. Although classified in the investment-manager category, the firm’s ADV discloses that it does not manage client assets and primarily delivers written financial plans and time-limited consultations rather than discretionary asset management. The firm’s advice is grounded in fundamental analysis and a long-term asset allocation approach, with recommendations tailored after an interview-based assessment of goals, risk tolerance, time horizon and tax considerations. Engagements are delivered as one-time written plans or ongoing review arrangements, with implementation left to clients or carried out through the firm’s representatives in their separate capacities with an affiliated broker-dealer. Noteworthy aspects include the firm’s use of flat-fee planning and hourly consultation billing rather than the percentage-of-assets-under-management model typical for investment-manager firms, and its explicit statement that it is not a pension consultant. The ADV also discloses that advisors are registered representatives of an unaffiliated broker-dealer and may implement recommendations through that relationship, and the firm does not take custody or exercise investment discretion for clients.

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