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

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

Bond Financial Planning is an independent, single-advisor registered investment adviser that offers discretionary investment management and financial planning for individuals and high-net-worth clients. Like many independent firms, it provides portfolio management for individual accounts and typically charges advisory fees based on assets under management. The firm pursues a primarily long-term, fundamental-analysis approach and constructs portfolios largely from ETFs and mutual funds while occasionally using individual stocks, bonds, or options; it may retain legacy positions and rebalance or trade short-term when client objectives or market conditions warrant. Bond Financial also offers standalone and ongoing financial planning engagements and conducts regular account reviews as part of its wealth management services. Noteworthy aspects disclosed in the brochure include that the firm is newly formed and reported no assets or clients in its initial filing, and the principal maintains substantial outside employment as an engineer (about 80% of monthly time), which the firm says could limit capacity and lead it to cap client relationships. The firm also participates on the Altruist institutional platform and receives software and support benefits from that custodian relationship, a potential conflict the brochure identifies and describes mitigation measures for.

To learn more about the advisors currently working at Bond 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.