A complete list of active advisors currently associated with FAP, LLC

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

FAP, LLC is a small advisory firm serving a limited number of clients with financial planning services, including retirement, tax, estate, business planning, risk/insurance analysis, and rollover guidance. The firm does not act as a portfolio manager, does not take custody of client assets, and reports no assets under management. The firm’s planning process begins with a formal consultation and can produce written plans and projections tailored to a client’s stated goals and assumptions; the brochure notes the firm uses technical analysis and a tactical asset allocation framework when offering investment guidance. Implementation of plan recommendations is typically performed separately—often through the firm’s licensed representatives at Commonwealth—so clients frequently pay transactional commissions or insurance commissions in addition to planning fees. Compared with peers, FAP is unusual in that it does not use percentage-of-AUM billing and does not provide discretionary portfolio management, relying instead on hourly planning engagements and client-directed implementation. The firm’s advisory personnel hold multiple professional licenses and credentials, a majority of the principal’s compensation has historically come from securities and insurance sales, and the firm discloses platform benefits and transitional loans from Commonwealth/LPL that create potential conflicts of interest tied to using that broker/dealer for implementation.

To learn more about the advisors currently working at FAP, 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.