A complete list of active advisors currently associated with Best Options Financial Planning

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

Best Options Financial Planning provides wealth management and financial planning to individuals, high‑net‑worth clients, and businesses, offering both ongoing and project‑based planning alongside portfolio management for stocks, bonds, mutual funds, ETFs, REITs, and cash equivalents. The firm is fee‑only and generally uses percentage‑of‑AUM billing; it states a $150,000 minimum to open or maintain an advisory account, subject to reduction or waiver on a case‑by‑case basis. The firm’s investment approach emphasizes asset allocation informed by modern portfolio theory and a blend of passive and active strategies, with tactical ETF use and discretionary trading authority available where agreed. Financial planning is integrated with investment management, and the firm discloses quarterly reviews of managed accounts and semiannual reviews for ongoing planning; it will not custody cryptocurrencies directly but may permit limited exposure through certain mutual funds or ETFs for appropriate clients. Distinctive features include that the firm is newly formed and reported no assets under management at the time of the filing, yet it is not organized as a solo practitioner and operates with staff beyond the principal, a structure that is uncommon among similarly small independent advisers. The firm’s principal brings a background in renewable‑energy valuation and transactions, holds the ChFC designation, and maintains an insurance license held solely for advisory purposes, which may inform its work on business, estate, and tax‑sensitive planning matters.

To learn more about the advisors currently working at Best Options 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.

Name	Location	Years of experience
John Marchand	San Diego, CA	0

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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.

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.

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