A complete list of active advisors currently associated with Anzai Financial

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

Anzai Financial offers fee-only financial planning to individuals and families, including those who meet the firm's high‑net‑worth definition. Services are project‑based or hourly and cover pension and retirement planning, risk management, college savings, cash flow and debt management, work benefits, and estate and incapacity planning. The firm does not provide investment management or accept custody; it may make investment recommendations as part of its planning work, often favoring passive strategies implemented with index mutual funds and ETFs. Financial planning engagements are delivered either as fixed‑fee projects (agreements stated in advance, generally $4,000–$8,000) or on an hourly basis ($600–$1,000 per hour), with projects designed to conclude within six months. What is notable about the firm is its narrow, planning‑only model combined with uncommon billing options for a small firm: both fixed project fees and relatively high hourly rates are offered, while the firm receives no outside compensation and does not advise private funds, manage assets, or provide ongoing account reports beyond the completed financial plan. The principal holds CFP certification and a prior professional background outside of finance, which informs the firm’s emphasis on tailored, project‑based planning rather than discretionary portfolio management.

To learn more about the advisors currently working at Anzai Financial, 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.