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Defined goals. Disciplined decisions.

Fee-only advisor. Fiduciary standard upon registration.

Advisory services will be offered only in jurisdictions where registration is effective or an exemption applies. Upon registration, we will help individuals and families make clear decisions aligned to their objectives and constraints.

Our Approach

We begin with your objectives and constraints, then follow a process designed to keep decisions consistent over time.

Clarify Objectives

Investment decisions are most effective when they are grounded in clearly defined objectives, time horizon, and risk tolerance.

Without a shared framework, portfolios can gradually drift from their intended purpose as markets change or personal circumstances evolve.

An advisory relationship will begin by clarifying objectives and constraints, which together inform an appropriate investment approach.

Implement and Monitor

Once an investment approach is established, it must be implemented consistently and monitored over time.

Market movements, cash flows, and life events can all affect whether a portfolio remains aligned with its objectives.

Ongoing monitoring focuses on maintaining alignment through diversification, cost awareness, periodic rebalancing, and disciplined follow-through.

Document and Review

Advisory relationships are defined by written agreements, assumptions, and regulatory disclosures.

Without periodic review and documentation, assumptions may become outdated and important changes may be overlooked.

Regular reviews and formal disclosures support transparency, accountability, and regulatory compliance over time.

Services

Portfolio management, financial planning, and hourly consulting engagements. Services described below are provided only after registration is effective and pursuant to a written advisory agreement.

Portfolio Management

Discretionary investment management aligned to your objectives, time horizon, and risk tolerance.

  • Portfolio construction and asset allocation
  • Ongoing monitoring and periodic rebalancing
  • Coordination with qualified custodians
  • Attention to diversification, costs, and tax efficiency

Fee structure: Asset-based, billed quarterly in arrears

Financial Planning

Planning engagements focused on retirement, cash flow, tax considerations, and coordination with estate planning objectives.

  • Retirement income projections
  • Social Security claiming strategies
  • Tax-efficient distribution planning
  • Coordination with qualified tax and legal professionals

Fee structure: Fixed fee based on scope

Hourly Consulting

Limited-scope advisory services for focused questions or one-time analysis.

  • Portfolio reviews and second opinions
  • Investment analysis
  • Guidance on specific financial questions

Fee structure: $150 per hour. Scope and estimated hours provided in advance.

Frequently Asked Questions

Clear, plain-English answers based on our disclosures and advisory practices.

What does fee-only compensation mean?
Fee-only means Remarkable Advisors is compensated solely by fees paid by clients. We do not receive commissions, referral fees, 12b-1 fees, or other compensation from product providers or third parties. Fees and billing practices are disclosed in the advisory agreement and the firm's Form ADV.
How are advisory fees structured?
Advisory fees are disclosed in advance and are based on the scope of services provided under a written advisory agreement. Remarkable Advisors expects to offer portfolio management services for an asset-based fee, financial planning services for a fixed fee, and limited-scope consulting at an hourly rate. Specific fees, billing practices, and any negotiated arrangements are disclosed in advance and described in the advisory agreement and the firm’s Form ADV.
Do you have account minimums?
No. Remarkable Advisors does not impose a minimum account size for portfolio management or financial planning services. The scope of services and fees are agreed in writing prior to engagement.
Are you a fiduciary?
Upon registration, Remarkable Advisors will be held to a fiduciary standard under applicable securities laws. This means we will be legally obligated to act in your best interest and to disclose material conflicts of interest.
Who holds custody of my assets?
Client assets are held by independent, qualified custodians. You receive account statements directly from the custodian. Remarkable Advisors does not take custody of client funds or securities.
Can I impose restrictions on my investments?
Yes. Clients may impose reasonable restrictions on account management, such as excluding certain securities, asset classes, or industries. Restrictions are agreed upon in writing and documented in the advisory agreement.
How often will my portfolio be reviewed?
Portfolios are reviewed at least quarterly, and accounts are monitored on an ongoing basis. Reviews may also occur in response to significant market movements, changes in your circumstances, or at your request.
What is your investment approach?
Remarkable Advisors uses a long-term, diversified approach focused on asset allocation, cost management, and alignment with client objectives. Portfolios may use a combination of exchange-traded funds, mutual funds, and individual securities. Any special strategies or restrictions are addressed in writing and reflected in the advisory agreement.
Can you help with tax planning or estate planning?
Financial planning may include tax and estate planning considerations, but Remarkable Advisors does not provide legal or tax advice. When appropriate, we coordinate with your attorney, accountant, or other qualified professionals.
What happens if I want to terminate the advisory relationship?
Either party may terminate the advisory agreement at any time by providing written notice. Fees and any refunds (if applicable) are handled according to the advisory agreement and disclosed policies.
Why should I work with a newly established firm?
Remarkable Advisors is a solo practice, so clients work directly with the principal. The firm is structured to operate with clear documentation, defined scope, and straightforward disclosure practices consistent with investment adviser regulatory obligations.

Disclosures

Transparent information about our registration, fees, and approach to client service.

Request Disclosure Documents

Registration Status

We're currently completing our registration as an investment adviser. Advisory services will be available once registration is approved.

Fee-Only & Fiduciary

Upon registration, we will be compensated solely by client fees—no commissions or product-based compensation. We operate under a fiduciary standard, always putting your interests first.

Scope of Service

We will provide investment advice, not legal or tax guidance. When needed, we're happy to coordinate with your attorney, accountant, or other professionals.

Asset Custody

Client assets will be held with an independent, qualified custodian. You'll receive statements directly from the custodian for full transparency.

This information is for educational purposes only and does not constitute an offer to provide advisory services. Any advisory relationship will be established through a written agreement after registration is effective.

Questions About Our Services?

For questions about services, fees, or registration status, reach out by email. Initial conversations are informational and without obligation.

Email

[email protected]

Phone

By appointment

Communications do not constitute investment advice or an offer to provide advisory services. Advisory relationships are established only through a written agreement.