Blom & Howell Financial Planning, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$155,631,188
Clients
417
Advisors
2
of 3 employees
About
Blom & Howell Financial Planning serves individuals (including high‑net‑worth clients), trusts, estates, business entities, and retirement plans by offering comprehensive wealth management and portfolio management, standalone financial planning, retirement plan consulting, estate‑planning assistance, and recommendations of third‑party advisers. The firm delivers comprehensive wealth management through a firm‑sponsored wrap fee program and provides fixed‑fee or hourly planning engagements, with estate‑planning work available via a third‑party digital service.
The firm customizes asset allocations across stocks, bonds, mutual funds, ETFs, and REITs and offers both discretionary and non‑discretionary management, rebalancing portfolios periodically to align with clients’ objectives, risk tolerance, liquidity needs, and time horizon. Some service providers used by the firm employ artificial intelligence and machine‑learning components; the firm says it performs periodic due diligence of vendors to mitigate data accuracy and security risks.
Distinctive features noted in the brochure include an unusually high client‑to‑advisor ratio (more than 200 clients per advisor), and the firm’s role as sponsor and portfolio manager of its own wrap fee program. The firm’s investment adviser representatives are licensed insurance agents who may earn commissions on insurance sales and the brochure discloses and describes how those potential conflicts are managed.
Client services
Expertise
Fee options
Estate planning services flat fee ranging from $0 to $1,500 based on complexity; Fixed retirement plan consulting fees start at $500
Maximum 1.00% per annum, charged monthly in arrears
Up to $250 per hour for financial planning and retirement plan consulting services
Fee-only: Fixed financial planning fees typically range from $500 to $10,000; Hourly financial planning fees up to $250 per hour
Main office
3340 Tully Rd., Ste. B4
Modesto CA 95350
Advisors at this office
2
Most active in
California · Colorado · Idaho · Illinois · Tennessee
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Kendall S
Series 65
Modesto, CA
Blom & Howell Financial Planning, Inc.
Kendall Seifert is a financial advisor at Blom & Howell Financial Planning, Inc. in Modesto, CA, holding a Series 65 designation with two years of industry experience. Prior to joining Blom & Howell in 2023, Kendall worked at Grand Canyon University and has concurrent experience at Trader Joe’s since 2018. Blom & Howell Financial Planning serves individuals, trusts, estates, business entities, and retirement plans with comprehensive wealth management, financial planning, and estate-planning assistance. The firm offers customized asset allocation and portfolio management services, including a firm-sponsored wrap fee program, and integrates technology such as artificial intelligence and machine learning in its investment processes.
Michael H
CFP®, Series 66
Modesto, CA
Blom & Howell Financial Planning, Inc.
Michael Howell is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Blom & Howell Financial Planning, Inc. He previously worked at SCF Securities, Inc. and LPL Financial. Outside of his advisory role, Howell is active as a church musician and officer at Shelter Cove Community Church, and he serves as treasurer and secretary of the Lions Baseball Club. Blom & Howell Financial Planning serves individuals, trusts, estates, business entities, and retirement plans by offering comprehensive wealth management, standalone financial planning, and retirement plan consulting. The firm customizes asset allocations across various securities, providing both discretionary and non-discretionary portfolio management through a firm-sponsored wrap fee program and engages periodic due diligence of service providers incorporating AI and machine learning components.
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