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

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Advitica Financial Planning LLC provides tailored financial planning and portfolio management primarily for individuals, families, and related fiduciary roles (trustees or personal representatives). The firm offers comprehensive ongoing discretionary management, standalone hourly financial-planning consultations, and complimentary educational seminars and workshops; it reports $18,697,955 in assets under management as of January 1, 2025 and operates on a fee-only basis. The firm's investment approach is evidence-based and grounded in Modern Portfolio Theory, using written Investment Policy Statements to guide allocations implemented mainly with no-load mutual funds, ETFs, cash instruments, and occasional bonds or CDs. Financial planning focuses on goals-based analysis and practical implementation details — including asset location, periodic rebalancing, and opportunistic tax-loss harvesting — and client instructions, constraints, and expectations are documented in a written planning agreement and IPS. What distinguishes this firm from many peers is the regular offering of complimentary educational seminars and workshops presented as general, non‑personalized instruction (a feature relatively uncommon among independent advisers). The firm also uses a single preferred custodian (Charles Schwab) for client accounts, maintains a formal business-continuity and information-security program, and requires written client authorizations for discretionary management and fee deduction.

To learn more about the advisors currently working at Advitica 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.