A complete list of active advisors currently associated with Edna J. Thompsen, CFP

Warmer can help you find a great advisor at Edna J. Thompsen, CFP or one who fits your needs even better.

The firm provides fee-only financial planning and personal finance administration to a very small group of individual clients and also serves as a fiduciary advisor to employer 401(k) plans. It delivers comprehensive and limited-scope planning, written recommendations, and coordination with clients’ existing brokers and other professionals. Instead of managing client portfolios or charging a percentage of assets under management, the firm charges hourly and fixed fees for planning and administration and may provide periodic monitoring by arrangement. Investment advice is based on fundamental analysis and typically recommends passive mutual funds and ETFs for core allocations, while implementation and custody remain with the client or their chosen broker. Noteworthy for a solo independent adviser, the firm offers hands-on administration services — such as tracking finances in Quicken, balancing checkbooks, organizing estate planning documents, and coordinating tax documents — that go beyond typical planning-only practices. The brochure also discloses that the firm does not accept commissions or referral fees, does not have discretionary trading authority or custody, and has recently discontinued certain credentials and collaborative divorce services.

To learn more about the advisors currently working at Edna J. Thompsen, CFP, 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.