A complete list of active advisors currently associated with Action Financial Planning LLC

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

Action Financial Planning provides fee-only financial planning and non-discretionary investment advisory services to individuals and families as well as to charitable organizations, small businesses, and employer-sponsored pension and profit-sharing plans. The firm also offers pension consulting for plan sponsors — including drafting or updating investment policy statements, assisting with plan investment option selection and monitoring, and fiduciary education — and provides limited-scope pro bono planning through nonprofit programs such as those supported by the Foundation for Financial Planning. The firm follows a long-term, evidence-based approach that emphasizes broad diversification, low-cost index funds, tax efficiency, and a documented Investment Policy Statement, while all investment advice is non-discretionary and implemented by the client at a custodian of their choice. AFP documents rollover recommendations under PTE 2020-02, makes plans and deliverables available through a secure client portal, and offers ongoing support via subscription options and periodic Financial Wellness Checkups, coordinating with clients’ CPAs or attorneys when authorized. What is noteworthy about AFP compared with many independent advisers is its client mix and service scope: it serves charitable and corporate clients and provides formal pension consulting while deliberately not managing client assets or charging percentage-of-AUM fees. The firm also maintains a written pro bono engagement program, may waive or reduce fees at its discretion for certain clients, and furnishes ERISA-required disclosures for plan-level engagements.

To learn more about the advisors currently working at Action Financial Planning LLC, 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
Alison Chandler Tonks	Twin Falls, ID	0

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