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

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

Financial Planning Consultants, LLC provides advisory referral services, introducing individuals, high net worth investors, and pension or profit‑sharing plans to third‑party registered investment advisers. The firm does not itself manage client accounts, does not accept custody or discretionary authority, and reports no assets under management. FPC does not make specific investment recommendations; clients execute separate advisory agreements with the third‑party advisers who assume investment responsibility and custodial relationships. The firm supplies clients with the third‑party advisers’ disclosure materials and discloses material conflicts, but it does not perform ongoing monitoring or account reviews of the advisers to which it refers. The firm’s management maintains several industry affiliations that are atypical for firms of this size, including a partnership in an accounting firm, registration as broker‑dealer representatives, an affiliated insurance broker entity, and relationships with other registered advisers. Those cross‑affiliations and the receipt of referral compensation create potential conflicts of interest that FPC discloses and manages through written disclosures and internal oversight, and its principals report devoting the majority of their time to the accounting practice.

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