A complete list of active advisors currently associated with Family Financial Planning

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

Family Financial Planning provides financial planning and coaching to individuals and families and may also work with trusts, estates and other private clients. Services focus on written deliverables — comprehensive financial plans and special-topic plans — supplemented by financial coaching and impersonal educational materials. The firm operates as an advice-only practice and does not take custody of client assets or implement securities transactions on clients’ behalf, leaving implementation to the client or their chosen custodian. Investment guidance emphasizes mutual funds and ETFs and applies value-oriented, long-term and tactical asset-allocation principles, drawing on fundamental, technical and cyclical analysis as appropriate. Noteworthy differences from many peers include the firm’s use of regular newsletters and periodic educational workshops offered on an impersonal basis, and the fact that it reports no assets under management and does not provide portfolio management for individual accounts. The firm also does not rely on percentage-of-assets fees and provides interactive, “what-if” access to planning scenarios alongside annual plan reviews for its small client base.

To learn more about the advisors currently working at Family 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
Robert Wulf	Nebraska City, NE	5

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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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