A complete list of active advisors currently associated with C2 Financial Planning LLC
Warmer can help you find a great advisor at C2 Financial Planning LLC or one who fits your needs even better.
C2 Financial Planning LLC was founded in 2025 and provides discretionary asset management and comprehensive financial planning primarily for individual clients. Services include ongoing portfolio management tailored to clients’ goals and risk tolerances, along with financial planning reviews that cover estate planning, taxes, insurance, qualified plans, retirement income, Social Security, and college planning. The firm implements portfolios under discretionary authority and uses functional and cyclical analysis to align asset allocation with documented client objectives; strategies noted in the brochure may include long-term holdings, trading, and the use of options and derivatives when appropriate. Accounts are monitored and reviewed at least quarterly, and the firm typically recommends a custodial relationship with a national custodian to execute trades and report account activity. Notable distinctions include an affiliated insurance practice: the adviser is a licensed insurance agent who may offer insurance products and receive separate commissions, a conflict the firm discloses and says it manages through policies and its fiduciary duty. The firm also operates with a very small reported asset base and a single reported client, does not aggregate securities transactions across client accounts, and does not vote client proxies unless assistance is requested.
To learn more about the advisors currently working at C2 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 |
|---|---|---|
Mills River, NC
| 2
|
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