A complete list of active advisors currently associated with Fair Winds Financial Planning
Warmer can help you find a great advisor at Fair Winds Financial Planning or one who fits your needs even better.
Fair Winds Financial Planning offers financial planning to individuals and high‑net‑worth clients, focusing on retirement, risk management and insurance, college savings, cash flow and debt management, workplace benefits, special needs planning, and estate planning. The firm delivers completed plans and supporting analyses through an interactive website and requires clients to execute any investment recommendations with their chosen service providers. The firm operates as an advice‑only planner and does not provide ongoing portfolio management, take custody of client assets, or sponsor wrapped fee programs; instead it charges hourly or fixed planning fees rather than a percentage‑of‑assets model. Fair Winds evaluates clients’ situations using industry‑accepted growth and inflation assumptions and asks clients to supply detailed financial documentation to support the analysis. Notable differences from many peers include the firm’s explicit absence of assets under management and its refusal to accept commissions, trailer fees, or performance‑based compensation, as well as its limited operational footprint with a single principal who brings extensive financial planning credentials and prior experience as a director of financial planning at a regional bank. The firm also declines to vote proxies or implement transactions on clients’ behalf, leaving execution, custody, and proxy decisions to the client and their chosen custodians.
To learn more about the advisors currently working at Fair Winds Financial Planning, 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 |
|---|---|---|
Papillion, NE
| 7
|
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