A complete list of active advisors currently associated with Chair Six Financial Planning, PLLC

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

Chair Six Financial Planning, PLLC provides personal financial planning and investment advisory services to individuals and small businesses, including ongoing portfolio management through its PFP Plus offering, investment consultation, and modular or project-based planning. The firm also offers accounting and tax preparation services under a separate engagement agreement, and serves clients who may require both planning and tax/accounting coordination. The firm’s investment approach emphasizes long-term, globally diversified strategies and may use a mix of active asset management, modern portfolio theory, and core-satellite allocations, with the ability to manage accounts on a discretionary or nondiscretionary basis or to recommend third‑party managers. Its principal holds CPA and Personal Financial Specialist credentials and regularly uses tax projections and tax-aware considerations (including qualified dividend income and tax-loss harvesting) as part of planning and portfolio construction. Compared with peers, the firm is notable for combining licensed accounting/tax services with financial planning — an uncommon arrangement for independent solo advisors — and for disclosing a personal, family-owned investment LLC in which the principal is a minority member and co‑manager (the firm states this activity does not involve clients). The firm also does not rely on standard percentage-of-assets pricing; instead it typically charges project, hourly, or fixed annual fees for engagements.

To learn more about the advisors currently working at Chair Six Financial Planning, PLLC, 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.