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

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

Financial Planning Associates serves individuals and small businesses by providing financial planning and by referring clients to a third‑party investment adviser for portfolio management. The firm develops a client Risk Profile through personal discussions and documents client goals and limitations to guide referrals rather than directly managing or custodying client assets. FPA evaluates a client’s financial and tax situation to determine appropriate third‑party programs, provides ongoing monitoring of the selected manager, and meets with clients periodically to review and update planning documents. Financial planning is offered as a separate service and the firm assists clients in selecting or changing investment managers when needed. The brochure discloses prior regulatory and customer matters, including a FINRA disciplinary action and settled complaints, which the firm identifies as material to client evaluation. The firm also notes that it is compensated by the third‑party manager for referrals rather than charging typical AUM fees, and that its principal conducts a separate tax‑preparation business — conflicts the brochure says are addressed through disclosure, due diligence and client consent.

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