A complete list of active advisors currently associated with Efficient Planning Solutions LLC

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Efficient Planning Solutions LLC primarily serves individual and high-net-worth clients and also reports serving a banking or thrift institution client, an uncommon client type for independent advisory firms. The firm offers ongoing asset management with discretionary trading authority and provides financial planning and consulting on either a project or ongoing basis, typically documenting objectives in an investment policy statement and implementing portfolios with mutual funds, ETFs, and, where appropriate, individual fixed-income or equity securities. The firm follows an evidence-based investment approach that emphasizes strategic asset allocation, low-cost passive or evidence-based funds, and selective tilts to size, value, and momentum when appropriate for a client’s goals. Fixed income is used mainly to reduce portfolio volatility, and accounts are continuously monitored with scheduled client-level reviews at least annually and supervisory oversight at least quarterly. Operating as a single-advisor practice with roughly $1.07 million in discretionary assets and a very small client base, the firm provides direct principal oversight and a small-firm service model. Noteworthy distinctions include its engagement with a banking/thrift client (statistically rare among peers), its use of a commission-free, fully digital custodian platform, and a principal who holds a formal financial planning certificate as disclosed in the brochure supplement.

To learn more about the advisors currently working at Efficient Planning Solutions 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.