A complete list of active advisors currently associated with Belle Trace Financial Planning

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

Belle Trace LLC is a state-registered, fee-only financial planning and investment management firm serving individuals, trusts, estates and small businesses. Its advisory services include comprehensive financial planning (cash flow, retirement, tax and estate planning, education funding) alongside investment advice and portfolio management. The firm delivers advice through an ongoing flat-fee retainer with unlimited access and also offers limited-scope, fixed-fee project engagements; implementation emphasizes asset allocation, a fundamental long-term buy-and-hold approach using no-load mutual funds and passive exchange-traded funds. Portfolios are reviewed once or twice a year rather than monitored continuously, clients retain custody of assets, and the firm may execute trades under a limited power of attorney when authorized. Compared with many firms in this regulatory category, Belle Trace is notable for combining individualized portfolio management with comprehensive financial planning on a fixed-fee basis and operating strictly on a fee-only, non-commission model with NAPFA membership. The firm also avoids derivative-based ETFs, does not provide custody or vote proxies for clients, and does not act as a private fund adviser.

To learn more about the advisors currently working at Belle Trace Financial Planning, 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.