A complete list of active advisors currently associated with Fee-Only Financial Planning

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

The firm provides fee-only financial planning and discretionary portfolio management to individual clients, including a significant number of high-net-worth households. Services include retirement and estate-planning guidance, written financial plans, and implementation assistance focused on mutual fund-based portfolios. Its investment approach emphasizes low-cost no-load mutual funds, including index and target-date funds, and follows a buy-and-hold allocation strategy across stocks, bonds and cash. The firm takes an educational approach with questionnaires and written summaries to tailor advice to each client’s life stage and goals, and it will manage accounts on a discretionary basis when engaged to do so. Noteworthy features include a long operating history and a principal with advanced business and CFP credentials, and a small client roster supporting a relatively large asset base per client compared with many independent peers, suggesting a focus on wealthier households. The firm operates without soft-dollar arrangements or wrap programs, bills clients directly rather than deducting advisory fees from custody accounts, and does not vote client proxies.

To learn more about the advisors currently working at Fee-Only 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.