A complete list of active advisors currently associated with Assist FP

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

Assist FP provides investment management and a range of financial planning services to individuals, self‑employed people, and small business owners. As of December 31, 2025 the firm reported approximately $779,721 in assets under management across eight client relationships and offers project‑based planning, hourly engagements, and an ongoing subscription-style comprehensive planning option without a stated account minimum. The firm typically builds diversified portfolios using passive index mutual funds and exchange‑traded funds within a framework informed by fundamental company analysis and modern portfolio theory, emphasizing long‑term allocation and tax efficiency. Accounts are managed on a discretionary basis through the Altruist custodial platform, are reviewed quarterly, and trades are implemented on an individual account basis rather than as aggregated block trades. Noteworthy features in the brochure include a formal seminars and speaking program—ranging from pro‑bono presentations to paid engagements—and the firm’s use of third‑party ratings in its public materials. The brochure also discloses that the firm’s principal operates a separate business offering business coaching and CFO‑style advisory services, which can complement planning work for small‑business clients.

To learn more about the advisors currently working at Assist FP, 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.