A complete list of active advisors currently associated with AdvisorPlanner, LLC

Warmer can help you find a great advisor at AdvisorPlanner, LLC or one who fits your needs even better.

AdvisorPlanner, LLC is a fee-only, independent registered investment adviser that works primarily with individual clients and with employer‑sponsored retirement plans. The firm offers discretionary portfolio management, non‑discretionary portfolio monitoring using third‑party money managers, financial planning, and general consulting. The firm’s investment process draws on multiple analysis techniques to construct portfolios from equities, mutual funds, ETFs and fixed‑income instruments, applying asset‑allocation frameworks with both value‑oriented and income‑focused elements and periodic tactical adjustments. Services include direct discretionary management as well as recommending and overseeing external portfolio managers, with ongoing performance review and replacement recommendations as client needs and market conditions warrant. Compared with many peer solo advisers, a larger share of the firm’s assets are managed through third‑party, non‑discretionary manager arrangements and the firm provides ERISA‑level retirement plan advisory options (including limited‑scope advisory and discretionary 3(38) roles). The firm also relies on a select platform of outside portfolio managers and an independent account administration relationship to deliver execution, reporting and manager‑driven solutions rather than purely in‑house management.

To learn more about the advisors currently working at AdvisorPlanner, 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.