Warner Financial, Inc.

Warner Financial, Inc. (CRD# 135303) is a financial advisory firm headquartered in Bethesda, MD. They manage $234,080,182 in 419 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    234
    MILLION
  • Total Number of Accounts
    419
    ACCOUNTS
  • Average Account Value
    $558,664
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

DC, MD, TX, VA

Financial Advisors at Warner Financial, Inc.
Showing 1 - 4 of 4 top financial advisors.
1
Barbara A. Warner
CRD#: 1129399
Bethesda, MD
96
Wealthminder
score

Barbara Warner (CRD# 1129399) is an Investment Advisor Representative working at Warner Financial, Inc. in Bethesda, MD and has over 34 years of experience in the finance industry. Barbara Warner has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Noelle Belt
CRD#: 1766276
4550 Montgomery Ave, Suite 352 North, Bethesda, MD 20814
90
Wealthminder
score

Noelle Belt (CRD# 1766276) is an Investment Advisor Representative working at Warner Financial, Inc. in Bethesda, MD and has over 4 years of experience in the finance industry.

3
Christopher M. Warner
CRD#: 5433126
4550 Montgomery Ave, Suite 352n, Bethesda, MD 20814
90
Wealthminder
score

Christopher Warner (CRD# 5433126) is an Investment Advisor Representative working at Warner Financial, Inc. in Bethesda, MD and has 1 year of experience in the finance industry. Christopher Warner has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
David S. Warner
CRD#: 4433138
4550 Montgomery Ave, Suite 352 North, Bethesda, MD 20814
90
Wealthminder
score

David Warner (CRD# 4433138) is an Investment Advisor Representative working at Warner Financial, Inc. in Bethesda, MD and has 1 year of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.