A complete list of active advisors currently associated with Backbone Planning Partners LLC
Warmer can help you find a great advisor at Backbone Planning Partners LLC or one who fits your needs even better.
Backbone Planning Partners provides wealth management and planning services primarily to family‑owned and closely held businesses, business owners, high‑net‑worth individuals and other individual clients. As of December 31, 2025 the firm reported $98,392,218 in discretionary assets under management across 360 accounts and offers financial planning, asset management, business strategic planning and business succession planning. The firm develops individualized investment policies and typically manages client accounts on a discretionary basis, implementing portfolios across equities, fixed income and alternative investments using ETFs, mutual funds, individual securities and, where appropriate, private placements or other illiquid vehicles. For business clients, Backbone integrates ongoing strategic and succession work into multi‑year engagements aimed at aligning governance, operations and exit objectives with the client’s financial plan. Noteworthy and uncommon features disclosed in the brochure include operating a proprietary wrap fee program and being under common control with an affiliated general partner intended to launch a private pooled investment vehicle focused on small companies, which would make the firm a private fund adviser and pooled vehicle sponsor if the fund becomes operational. The brochure also discloses that certain professionals are separately licensed insurance agents who may receive commissions for insurance sales, and it highlights related conflicts of interest from these arrangements and from platform and wrap program relationships.
To learn more about the advisors currently working at Backbone Planning Partners 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.
You can also browse Backbone Planning Partners LLC's office locations.
Name |
Location |
Years of experience |
|---|---|---|
Smithfield, UT
| 5
| |
Boise, ID
| 15
| |
Las Vegas, NV
| 19
|
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)