A complete list of active advisors currently associated with 395 Financial Planning
Warmer can help you find a great advisor at 395 Financial Planning or one who fits your needs even better.
395 Financial Planning provides fee-only financial planning services to individual clients (including high-net-worth individuals) and business owners, offering both ongoing comprehensive planning and project-based engagements that cover retirement, estate, insurance, cash flow, college, tax, and business planning. The firm delivers written or electronic financial plans, ongoing monitoring and periodic reviews, but does not manage client assets or accept custody of client funds. When providing investment guidance, the firm emphasizes passive investment management and modern-portfolio-theory principles, typically recommending index mutual funds and exchange-traded funds tailored to a client’s goals, risk tolerance, and time horizon. Advisors gather detailed client information before making recommendations and will provide portfolio management advice, while leaving trade execution, custodial selection, and custody to the client. Several operating features are uncommon among independent solo advisers: the firm does not offer discretionary portfolio management or charge percentage-of-assets-under-management fees, instead using fixed, hourly, or project-based fees and receiving no third-party compensation. The firm also discloses no related-party affiliations, does not participate in wrap programs, and makes a point of coordinating with clients’ attorneys and tax professionals as part of its planning process.
To learn more about the advisors currently working at 395 Financial Planning, 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.
Name |
Location |
Years of experience |
|---|---|---|
Mammoth Lakes, CA
| 2
|
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