A complete list of active advisors currently associated with Earnest Planning LLC

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

Earnest Planning LLC is a fee‑only investment adviser that serves individuals and high‑net‑worth individuals with wealth management and financial planning services. The firm offers portfolio management for individual accounts and prepares written financial plans that can address cash flow, retirement, tax strategies, estate planning, college funding, insurance, and business planning. The firm’s investment work emphasizes asset allocation and passive investment strategies, with the option to incorporate socially responsible (ESG) approaches and to customize portfolios to client values; it may manage client accounts on a discretionary basis while accepting reasonable client‑imposed, written restrictions. Earnest Planning also subscribes to model portfolios through the Altruist Model Marketplace and may recommend or engage outside managers to implement portions of client portfolios. Compared with peers in the same category, Earnest Planning has several uncommon features: it charges fixed, flat fees rather than purely asset‑based or hourly billing, and it formally provides selection of other advisers or outside managers rather than receiving third‑party sales compensation. The firm was newly registered at the time of its filing with no assets under management, lists a CFP® as its principal with prior industry experience, and does not act as a private‑fund adviser.

To learn more about the advisors currently working at Earnest 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.

Name	Location	Years of experience
Joseph Kuschman	Chicago, IL	6

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

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