A complete list of active advisors currently associated with Best Life Financial Planning, LLC

Warmer can help you find a great advisor at Best Life Financial Planning, LLC or one who fits your needs even better.

Best Life Financial Planning, LLC is a fee‑only registered investment adviser that provides comprehensive financial planning to individuals and high‑net‑worth clients through project‑based and ongoing engagements; investment management services are described as available only to clients who enter into ongoing planning relationships. The firm notes it may recommend third‑party professionals when appropriate and states it does not accept commissions or sales‑based compensation. The firm’s stated investment approach emphasizes modern portfolio theory and passive investing, focusing on asset allocation and long‑term horizons implemented with index mutual funds and ETFs. When offered, investment management is discretionary but the firm does not accept custody of client assets and relies on recommended custodians for trade execution and account reporting. Noteworthy distinctions include a fee model built on fixed fees and hourly/project charges (initial plan fees and quarterly flat fees) rather than percentage‑of‑assets billing, and the firm reported $0 in assets under management as of its filing date. The principal brings military service, professional military/veteran‑focused financial credentials, and experience as a personal financial counselor, which may shape the firm’s client focus and service approach.

To learn more about the advisors currently working at Best Life Financial Planning, 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.

Name	Location	Years of experience
David Robinson	Longmont, CO	0

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