A complete list of active advisors currently associated with Base
Warmer can help you find a great advisor at Base or one who fits your needs even better.
Base Planning LLC is a fee‑only registered investment adviser that provides investment management and ongoing financial planning primarily for individuals, including high‑net‑worth clients. The firm also offers educational seminars and speaking engagements and may recommend third‑party professionals as part of its service model. The firm’s investment approach emphasizes asset allocation and Modern Portfolio Theory, using a mix of passive and active funds and, when appropriate, Outside Managers or a TAMP platform while retaining overall advisory oversight. Portfolios are monitored on an ongoing basis with regular (typically quarterly) reviews, and the firm may manage client accounts on a discretionary basis to implement its strategies. Noteworthy details include that the firm’s principal maintains a separate sole‑proprietorship business that provides financial coaching using behavioral techniques (such as NLP and EFT) and has been licensed to sell insurance, a potential conflict the brochure discloses and says will be resolved by ceasing insurance sales upon the firm’s registration approval. The firm is newly registered with no assets under management as of the brochure date and is organized as a small multi‑person advisory practice rather than the more common solo practitioner model.
To learn more about the advisors currently working at Base, 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.
Name |
Location |
Years of experience |
|---|---|---|
West Newton, MA
| 1
|
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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.
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