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

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

The firm is a single-advisor independent registered investment adviser that works with individual clients, including both non-high-net-worth and high-net-worth households, managing roughly $22.2 million across about 54 client accounts. It offers discretionary and non-discretionary portfolio management alongside comprehensive financial planning and financial consulting, with primary advice focused on mutual funds and exchange-traded funds. The investment approach typically uses firm-developed model portfolios for retirement accounts and draws on methods such as fundamental and cyclical analysis and modern portfolio theory, with strategies that range from long-term holdings to occasional short-term trading when considered suitable. The adviser generally operates with discretionary authority when engaged, tailors allocations to client objectives and risk tolerance, and recommends a national custodian for custody and trade execution while retaining flexibility to use other brokers as appropriate. Noteworthy for a small independent firm, the adviser is affiliated with an insurance agency and is separately licensed to sell insurance products, earning commission-based compensation that is distinct from advisory fees—a relationship the brochure identifies as a potential conflict of interest. The brochure also discloses a prior regulatory matter involving the firm’s principal that has been resolved, and the adviser maintains CFP certification.

To learn more about the advisors currently working at Durant 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.