A complete list of active advisors currently associated with FI-Nancial Planner LLC

Warmer can help you find a great advisor at FI-Nancial Planner LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at FI-Nancial Planner 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.