A complete list of active advisors currently associated with Eastlake Planning LLC
Warmer can help you find a great advisor at Eastlake Planning LLC or one who fits your needs even better.
Eastlake Planning LLC is an independent registered investment adviser with approximately $44.6 million in assets under management serving individual and high‑net‑worth clients. The firm provides portfolio management, retirement-plan fiduciary advice when applicable, and both one‑time and ongoing financial planning services. The firm’s investment approach emphasizes asset allocation and modern portfolio theory, typically recommending mutual funds, equities, fixed income and a preference for ETFs for tax efficiency in non‑qualified accounts, using model allocations tailored to client goals and time horizons. Accounts are managed on a discretionary basis and Eastlake requires use of the Altruist custodial platform for execution and reporting. Eastlake sponsors and manages a wrap‑fee program in which clients pay a bundled fee that covers management and transaction costs, a structure the brochure notes as the firm’s standard and that is uncommon among independent advisers. A firm principal also conducts licensed insurance sales and may receive compensation for those products (a disclosed conflict of interest), and the firm does not aggregate trades across multiple client accounts.
To learn more about the advisors currently working at Eastlake 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 |
|---|---|---|
Dallas, TX
| 10
|
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