A complete list of active advisors currently associated with Brian Adams Financial Planning LLC

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The firm provides project-based financial planning to individuals and high-net-worth clients, delivering written financial plans and consulting on topics such as retirement, tax-aware investment analysis, business planning, and estate considerations. Although registered as an investment adviser, the firm does not manage client assets, does not accept custody, and its engagements are limited-scope rather than ongoing portfolio management. BAFP operates on a fee-only, project-based model and charges fixed or hourly fees rather than taking a percentage of assets under management; it tailors planning work to client goals and written deliverables. In forming recommendations within plans, the firm uses a mix of modern portfolio theory, fundamental and technical analysis, passive and active strategies, and can incorporate socially responsible investing when requested. Distinctive features compared with many investment-manager peers include the use of hourly billing and the absence of percentage-of-AUM fees, as well as a lack of investment discretion and custody arrangements. The firm is newly organized and led by a single principal and chief compliance officer with prior military leadership and graduate-level training, and it does not participate in wrap fee or performance-based fee arrangements.

To learn more about the advisors currently working at Brian Adams 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.