A complete list of active advisors currently associated with Branch & Bloom Financial Planning, LLC
Warmer can help you find a great advisor at Branch & Bloom Financial Planning, LLC or one who fits your needs even better.
Branch & Bloom Financial Planning, LLC is a fee‑only registered investment adviser that provides comprehensive financial planning services to individuals and high‑net‑worth individuals. The firm offers project‑based, ongoing, and hourly planning engagements and also provides educational seminars and speaking engagements, but it does not manage client assets or custody client funds. When making recommendations within a financial plan, the firm emphasizes asset allocation principles (including Modern Portfolio Theory), mutual fund and ETF analysis, and may recommend passive index‑based allocations, while leaving trade execution and custody to the client’s chosen custodian. Services are tailored to individual goals and can include business planning, retirement and tax planning, insurance and risk reviews, and referrals to third‑party professionals, with clients able to impose written restrictions on advised securities. Several features distinguish the firm from many independent planners: the principal is registered as an investment adviser representative of another advisory firm and provides advisory services there (about 80 hours per month during securities trading hours), and the firm conducts paid educational seminars and speaking engagements for organizations and the public. The firm was formed and registered recently (late 2025/2026), operates under a fee‑only, non‑commission model, and uses fixed and hourly planning fees rather than percentage‑of‑assets‑under‑management pricing.
To learn more about the advisors currently working at Branch & Bloom 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 |
|---|---|---|
Menlo Park, CA
| 2
|
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