A complete list of active advisors currently associated with Common Cents Financial Planning
Warmer can help you find a great advisor at Common Cents Financial Planning or one who fits your needs even better.
Common Cents Financial Planning provides fee-based, comprehensive financial planning services to individuals, families, and small-business owners, and specifically intends to offer discounted or pro bono planning to current and retired firefighters. The firm is operated by a sole owner on a part-time basis and plans to cover the full financial spectrum in its plans, including investments, insurance, estate, tax, and retirement planning. Rather than managing client assets on a discretionary basis, the firm provides investment recommendations as part of its financial plans and emphasizes diversified allocations across equities, fixed income, and alternatives tailored to client objectives and risk tolerance. It does not take custody or discretion over client accounts, recommends custodial firms such as Charles Schwab, Fidelity, and Vanguard, and encourages roughly annual plan reviews while operating under a fiduciary standard. Compared with typical investment-manager firms, this advisor focuses on retail and small-business planning rather than pooled or institutional asset management and uses hourly and flat-fee billing instead of percentage-of-AUM compensation, while not charging performance-based fees. The principal entered the business after a long career outside financial services, runs the firm without industry affiliations or employees, and plans to allocate volunteer time to first-responder support—features that differentiate its operating model from larger asset-management peers.
To learn more about the advisors currently working at Common Cents Financial Planning, 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 |
|---|---|---|
Abita Springs, LA
| 1
|
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