A complete list of active advisors currently associated with Coplanning Financial LLC
Warmer can help you find a great advisor at Coplanning Financial LLC or one who fits your needs even better.
CoPlanning Financial LLC provides investment management and financial planning to individual clients, including high-net-worth individuals, through two primary offerings: CoRetire, which combines ongoing discretionary portfolio management with planning, and TotalPlan, a short-term, fixed-fee planning engagement. The firm also advises on retirement distribution strategies, tax and estate planning, real estate and long-term care planning, and recommends custodial services through Altruist, including access to the Altruist Cash program. The firm’s investment approach is primarily passive, building asset-allocation-driven portfolios with index and factor funds, supplemented by fundamental analysis where applicable; accounts are managed on a discretionary basis and reviewed at least quarterly. CoPlanning incorporates held-away assets into its investable-asset calculations, emphasizes low turnover and tax-aware fund selection, and may employ custodian-provided automated tax-loss harvesting (subject to custodian fees). Notable distinctions from many peers include its fee model: the firm does not charge percentage-of-AUM fees and instead uses flat annual advisory fees by investable-asset tiers for CoRetire and a fixed fee for TotalPlan, with clients asked to commit to 12 months for management services. The firm is a solo CFP®-led practice with modest AUM and a small client roster, does not use outside managers, maintains an institutional relationship with Altruist for platform services, and the principal maintains outside activities that include rental property management and operating an online advisor directory.
To learn more about the advisors currently working at Coplanning Financial 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 |
|---|---|---|
Overland Park, KS
| 10
|
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