A complete list of active advisors currently associated with Brand New Day Wealth Planning, LLC

Warmer can help you find a great advisor at Brand New Day Wealth Planning, LLC or one who fits your needs even better.

Brand New Day Wealth Planning, LLC is a fee-only, independent advisory firm that offers comprehensive, ongoing, and project-based financial planning to individuals and high‑net‑worth clients. Services described in the brochure include business planning, cash‑flow and debt management, college savings, employee benefits optimization, estate planning, tax‑planning strategies, retirement planning, insurance review, and investment analysis. The firm’s advice draws on fundamental analysis, Modern Portfolio Theory, and mutual fund/ETF evaluation to develop asset‑allocation and passive‑oriented recommendations; however, the firm does not provide discretionary portfolio management, custody of client assets, or trade execution on clients’ behalf. Clients receive written plans and, if engaged for ongoing planning, periodic monitoring and consultations, while implementation is left to the client or third‑party professionals the firm may recommend. Notable differences from many peers include the firm’s offering of paid educational seminars and speaking engagements and its explicit use of fixed, project‑based, or recurring flat fees rather than percentage‑of‑assets‑under‑management pricing. The firm operates as a very small, solo practice with a limited client base, requires no account minimum, adheres to a written Code of Ethics and CFP standards, and discloses that it does not participate in wrap programs, custody, or third‑party referral compensation.

To learn more about the advisors currently working at Brand New Day Wealth 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.