A complete list of active advisors currently associated with Datapoint Financial Planning, LLC

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

Datapoint Financial Planning, LLC provides fee-only financial planning to individuals and high-net-worth individuals, offering services that include retirement and tax planning, estate and insurance reviews, college savings, employee benefits optimization, and business planning. Services are delivered as either project-based comprehensive financial plans or as-needed hourly planning, with clients receiving a written or electronic plan at engagement conclusion. The firm does not provide discretionary investment management, custody of client assets, or participate in wrap programs; investment recommendations may be included in planning but implementation and brokerage arrangements are left to the client. As a fee-only adviser with no outside compensation or affiliate relationships, the firm states it will not receive third-party payments for recommended products or select other advisers on clients’ behalf. Notably, the firm reports no assets under management and has moved away from ongoing retainer planning toward flat-fee, project-based engagements with a limited post-delivery follow-up period, which differs from many peers that commonly offer AUM-based fees or ongoing management. The principal holds CFP® certification, and the firm emphasizes a client-centered planning process without selling or trading securities on clients’ behalf.

To learn more about the advisors currently working at Datapoint 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.