Financial Planning for Generations, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$0
Clients
90
Advisors
1
of 3 employees
About
Financial Planning for Generations, Inc. provides personalized, fee-only financial planning and investment advice to individuals and families — including high-net-worth clients — as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm’s services cover cash-flow analysis, tax and estate planning, retirement and education planning, and deliverables such as written net worth statements and comprehensive financial plans.
Advice is delivered through consultations and written plans with implementation left to the client; the firm does not act as custodian, place trades, or exercise discretionary trading authority. Investment guidance emphasizes strategic asset allocation using a core-and-satellite approach that favors passive index funds and ETFs for core exposure and selective active managers where appropriate, with periodic reviews triggered by market conditions or changes in client circumstances.
Notably, the firm does not provide portfolio management for individual accounts and does not use percentage‑of‑AUM advisory fees, instead operating on a fee-only, time- and project-based model and declining commissions or finder’s fees. The practice also documents formal privacy and business-continuity policies, recommends qualified custodians (such as discount brokerages and trust companies), and is run by CFP‑credentialed professionals who additionally hold fiduciary licensing credentials.
Client services
Expertise
Fee options
$275 to $550 per hour
Fee-only: Hourly rate ranges from $275 to $550 per hour
Main office
15760 Ventura Blvd, Suite 840
Encino CA 91436
Advisors at this office
1
Most active in
California
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")