Specialty
Managing investments advisors
Independent advisors on Valora who specialize in managing investments.
We don't have a managing investments specialist listed yet, but the advisors below work with clients nationwide and can tell you if this is something they cover.
James Conole, CFP®
Founder · Root Financial
Works with people who are within about ten years of retirement and want a clear plan for getting there.
Kevin Lum, CFP®
Foundry Financial
Host of Retirement Made Simple, focused on making retirement decisions clear and straightforward.
Eric, CFP®
The PeakFP
A CERTIFIED FINANCIAL PLANNER™ professional specializing in retirement income planning.
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Related tools
Investing calculatorsCommon questions
What does an investment management advisor actually do?
They build and maintain a portfolio matched to your goals, time horizon, and risk tolerance: asset allocation, fund selection, rebalancing, and tax-aware placement of investments across accounts. Most also coordinate the portfolio with the rest of your financial life rather than managing it in isolation.
How do investment advisors charge for managing money?
The most common model is a percentage of assets under management, billed quarterly. Flat annual fees, hourly fees, and subscription models also exist. Ask for the full fee in dollars per year at your asset level, and whether fund expense ratios come on top.
What's the difference between a fiduciary advisor and a broker?
A fiduciary is legally required to act in your best interest. Brokers historically operated under a suitability standard, though Regulation Best Interest has narrowed the gap. Ask any advisor directly: 'Are you a fiduciary at all times when working with me?' and get it in writing.
How much money do I need before an advisor will manage it?
It varies widely. Some advisors have no minimum, others start at $250,000 or $1 million of investable assets, and some charge flat fees regardless of balance. If you're below a firm's minimum, ask whether they offer a different service tier.
Can I keep my current accounts if I hire an advisor?
Usually your money moves to a custodian the advisor works with (a large independent custodian holds the assets in your name, not the advisor). You keep ownership throughout; the advisor gets trading authority, not ownership of the accounts.
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