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 to individuals, high‑net‑worth individuals, and pension and profit‑sharing plans by introducing clients to independent, registered third‑party investment advisers. The firm does not directly manage client accounts, take custody of client assets, or provide continuous portfolio management; clients enter into separate advisory agreements with the selected third‑party adviser. FPC’s work consists of making introductions and furnishing disclosure about potential conflicts; it does not make individualized securities recommendations or conduct ongoing monitoring of the third‑party advisers after the referral. The firm is compensated by the recommended advisers through referral fees paid by those advisers rather than directly by clients, and it discloses that it will only recommend advisers that pay such fees. A notable feature of the firm is the cross‑affiliation of its management with other financial services: management personnel are partners in an accounting firm that provides separate, fee‑bearing accounting services, are licensed as registered representatives of broker‑dealers, and are shareholders/registered persons of an affiliated insurance brokerage. These multiple business lines and the firm’s explicit reliance on solicitor arrangements — combined with limited post‑referral oversight — distinguish its business model from firms that directly advise and manage client portfolios.

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.