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

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

Bigby Financial Planning, LLC is a fee-only financial planning and investment management firm that advises individuals, pension and profit‑sharing plans, trusts, estates, charitable organizations and small businesses, with work focused on individual and high‑net‑worth clients. Services include comprehensive financial planning—cash flow, tax and estate planning, education and retirement planning—alongside ongoing portfolio management and implementation support. The firm operates non‑discretionarily, consulting with clients and obtaining approval prior to each trade and executing approved transactions under a limited power of attorney, with investment policy statements documenting objectives. Portfolios are typically constructed using no‑load or low‑load mutual funds and exchange‑traded funds (and occasionally individual stocks and bonds), and accounts receive quarterly reviews, performance reporting, and periodic net worth statements. What is distinctive relative to many supported peers is the near‑exclusive use of non‑discretionary management, making client consent part of the trading process rather than delegated authority. The adviser also operates as an independent, fee‑only firm that does not accept commissions or referral fees, does not vote client proxies, and manages approximately $22.9 million across about 45 client relationships, indicating a small, consultative practice model.

To learn more about the advisors currently working at Bigby 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.