A complete list of active advisors currently associated with About Time Financial Planning

Warmer can help you find a great advisor at About Time Financial Planning or one who fits your needs even better.

About Time Financial Planning serves individual clients (including high-net-worth individuals and charitable organizations) with comprehensive financial planning and optional investment management, and also offers project-based engagements such as one-time financial snapshots and focused consultations. The firm is fee-only and does not accept commissions or other sales-based compensation. The firm's work is planning-centric, applying modern portfolio theory and a largely passive investment implementation while offering sustainable, responsible, and impact (SRI) options and access to third‑party model portfolios. Clients typically work directly with the sole advisor over time, may grant limited discretionary trading authority for managed accounts, and can impose reasonable, written investment restrictions. Distinctive for an independent single-advisor practice, About Time generally relies on fixed and project-based fees rather than primarily charging percentage-of-assets-under-management, and it allows prior project fees to be credited toward later comprehensive engagements. The firm is relatively small (roughly 30 clients and about $20 million in advisory assets), its principal holds CFP® and SRI-related credentials, and it uses institutional platforms and a model marketplace while declining third-party sales compensation.

To learn more about the advisors currently working at About Time 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.