A complete list of active advisors currently associated with DocsFP

Warmer can help you find a great advisor at DocsFP or one who fits your needs even better.

DocsFPLLC provides hourly financial planning and discretionary investment management to individuals, high-net-worth clients, trusts, and businesses. Investment management is offered as a voluntary service only to clients engaged in an active hourly financial planning agreement. The firm relies on Modern Portfolio Theory and a buy-and-hold passive indexing approach, using index mutual funds and ETFs to build diversified, low-turnover portfolios. Unlike many peers, DocsFPLLC does not use percentage-of-assets-under-management fees and centers its advisory model on fee-for-service planning with investment management made available without separate AUM-based fees. DocsFPLLC maintains a small client roster and emphasizes comprehensive planning topics including business planning, employment benefits, tax and estate planning, property planning, and retirement planning. The firm’s principal has prior experience with physician-focused advisory firms and continues to teach at a university; the adviser operates from a private-residence office, recommends custodians such as Vanguard and Schwab, and does not accept custody of client funds.

To learn more about the advisors currently working at DocsFP, 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
Kayse Kress	Newington, CT	17

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