FI-Nancial Planner LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
FI-nancial Planner, LLC provides tailored investment management and a full suite of financial planning services to individual and high‑net‑worth clients. The firm offers multiple planning delivery formats, including comprehensive, ongoing subscription, project‑based, and software‑assisted engagements.
The firm typically constructs diversified, passive portfolios using index mutual funds and ETFs while also employing fundamental and technical analysis in its investment work and managing accounts on a discretionary basis with periodic reviews. The brochure indicates the adviser applies account minimums for advisory‑only relationships and uses different billing and delivery approaches for planning clients.
Operating as a small, solo practice with approximately 44 clients and about $22 million in regulatory assets under management, the firm emphasizes a high-touch mix of planning services and a lower‑cost software‑driven monitoring option that is less common among peers. The firm’s principal holds CFP and CPA credentials with prior tax and advisory experience, and the brochure also notes the firm does not provide written reports to investment management clients, a practice that contrasts with many other independent advisers.
Client services
Expertise
Fee options
Comprehensive Financial Planning: $1,500 upfront fee plus monthly fees; Project-Based Financial Planning: $400 flat fee plus hourly rate; Software Driven Financial Planning: monthly fixed fee
$0 - $249,999: $1,250 flat fee annually $250,000+: 0.50% annually
Project-Based Financial Planning: $400 flat fee plus $400 per hour
Account minimum: $50,000 for Investment Advisory only clients; no minimum for Comprehensive Financial Planning clients Minimum fee: $1,250 flat fee annually for accounts under $250,000 Fee-only: Comprehensive Financial Planning: $1,500 upfront plus $750-$1,250 per month ongoing fixed fee; Software Driven Financial Planning: $75-$150 per month; Project-Based Financial Planning: $400 flat fee plus $400 per hour hourly rate
Main office
Hamilton VA
Advisors at this office
1
Most active in
Texas · Virginia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
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.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)