A complete list of active advisors currently associated with Everyplan Financial

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

EveryPlan Financial is an independent, state‑registered advisory firm that serves individual and high‑net‑worth investors as well as retirement plan sponsors. The firm offers discretionary asset management, comprehensive financial planning and consulting, and retirement‑plan advisory services. Investment programs are tailored to each client’s goals, time horizon and risk tolerance, with portfolio construction guided by fundamental, technical and charting analysis and periodic (quarterly) reviews. Financial planning is offered on a project or hourly basis and clients may request topic‑specific consultations or impose investment restrictions. What distinguishes the firm from many solo independents is its emphasis on pension consulting and retirement plan work — including both limited‑scope ERISA 3(21) advice and full ERISA 3(38) investment manager services — plus a focused 403(b)/TSA navigation offering for educators that includes plan reviews and assistance with SRA paperwork. The firm operates at a small scale (managing roughly $1.28 million in client assets for a single client) and the principal maintains outside roles in the sports/media and academic sectors, with the brochure noting commitments to timely client responsiveness and scheduled portfolio oversight.

To learn more about the advisors currently working at Everyplan Financial, 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
Michael Laheta	Round Rock, TX	1

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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.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

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