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Debra A Whitmore

Advisor at Whitmore Financial Planning — Creede, CO

Updated today

Credentials

Series 65

Experience

21 years

Location

Creede, CO 81130

Whitmore Financial Planning

Independent

Total advisors

1

Clients per advisor

2 Low

Avg AUM per client

$0 Very Low

HNW client ratio

50% High

About

Debra Whitmore is the sole advisor at Whitmore Financial Planning in Creede, CO, holding a Series 65 designation with 20 years of experience in financial planning. She has operated Whitmore Financial Planning since 2005 and also owns a separate bookkeeping and consulting business serving local clients since 1991. Whitmore Financial Planning provides fee-only, hourly, and as-needed financial planning services to individuals and small businesses, focusing on comprehensive and targeted advice without managing client assets or holding custody. The firm emphasizes fundamental, long-term asset allocation using diversified holdings and low-cost broker-dealers, operating as a single-advisor practice without discretionary trading authority or percentage-of-AUM fees.

Client services

Based on Whitmore Financial Planning

Financial planning

Expertise

Based on Whitmore Financial Planning

General retirement planning Cash flow / budgeting

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Fee options

Project-based

$90 per hour, fees are negotiable

Other

Fee-only: Hourly fee of $90 per hour, fees are negotiable

Location

Creede, CO

103 W. Wall St, Po Box 411

Creede CO 81130

Advisors at this office

1

Most active in

Colorado

Work history

21 years of industry experience

Whitmore Financial Planning

2005 - Present • 21 years

Creede, CO

Debbie Whitmore, Computer & Consulting Serv.

1991 - Present • 35 years

Creede, CO

Disclosures

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Business activities & affiliations

Warmer team member

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