A complete list of active advisors currently associated with Financial Planning Associates, LLC

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

Financial Planning Associates, LLC provides investment supervisory services and financial planning to individuals, high-net-worth households, and small business clients, including pension and profit-sharing plan sponsors. The firm offers portfolio management, creation of individualized Investment Policy Statements, selection of third‑party managers, and financial planning work that can cover retirement, tax, college, and insurance matters. The firm normally manages client accounts on a discretionary basis and uses both fundamental and technical analysis to inform asset allocation and security selection, employing long‑ and short‑term trading when appropriate. Portfolios typically include mutual funds, ETFs, equities, fixed income, REITs, and insurance products; FPA also arranges access to third‑party money managers and may place client assets in wrap‑fee arrangements when applicable. Noteworthy features include an affiliated insurance practice — the firm’s principals are licensed to sell insurance and may offer commissionable insurance products to advisory clients — and a client roster that includes small business retirement plans, a relatively uncommon service mix for a solo independent adviser. The firm also works with named outside managers (including AssetMark and The Pacific Financial Group) on a fee‑sharing basis and requires clients to use firm‑recommended custodians and written authorization for fee deductions.

To learn more about the advisors currently working at Financial Planning Associates, 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.