A complete list of active advisors currently associated with Family Investment Planning, LLC

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

Family Investment Planning, LLC provides financial planning, investment consultation, and non‑discretionary investment supervisory services to individuals, trusts, foundations, charities, pension and profit‑sharing plans, and businesses, and also offers occasional educational workshops. The firm reports approximately $10.0 million in client assets managed on a non‑discretionary basis and works under written engagement agreements for planning and consultation assignments. The firm employs a Core + Satellite approach that combines passive, index‑based core holdings with select active satellite managers and typically prepares an investment policy statement to guide allocations and risk tolerance. Much of the firm’s activity is consultation and broader financial planning (about 60% consultation and 35% non‑securities advice such as budgeting, insurance and estate matters), with only a small portion devoted to continuous portfolio supervision (about 5%), and implementation is generally done on a non‑discretionary basis. Notable distinctions from many peers include a fee‑only billing model based on hourly or fixed fees rather than percentage‑of‑AUM charges, and the firm does not withdraw advisory fees from client accounts. The brochure also notes the firm serves pension and profit‑sharing plans and maintains a relatively small, concentrated client base with a supervisory account minimum, and it discloses a recent change in insurance licensure (the license was not renewed) while stating it does not receive commissions or other transactional compensation.

To learn more about the advisors currently working at Family Investment Planning, 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.