A complete list of active advisors currently associated with Active Lifestyle Financial Planning
Warmer can help you find a great advisor at Active Lifestyle Financial Planning or one who fits your needs even better.
Active Lifestyle Financial Planning serves individuals, families and small businesses with holistic, fee-only financial planning and investment advice, and also offers tax planning and tax-preparation services. Services are delivered in modular formats — comprehensive ongoing planning, project-based engagements, and shorter financial reviews — covering cash flow, retirement, education, insurance, estate planning and investment strategy. The firm’s investment approach emphasizes strategic, passive asset allocation grounded in Modern Portfolio Theory, implemented primarily with low-cost index funds and ETFs while prioritizing cost control and tax efficiency. Advisory relationships are non-discretionary: the firm does not custody client assets or trade for client accounts and typically assists clients in implementing recommendations rather than executing trades on their behalf. Compared with many independent peers, the firm does not use the common percentage-of-assets-under-management fee model; instead it charges fixed annual and project fees tied to a client’s income, assets and complexity and accepts no commissions or third‑party product compensation. It also explicitly integrates tax-preparation and coordinated tax planning into its service set and maintains no minimum income or asset requirements, which can suit self-directed investors seeking comprehensive, non‑product-based advice.
To learn more about the advisors currently working at Active Lifestyle 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 |
|---|---|---|
Charleston, SC
| 13
|
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