A complete list of active advisors currently associated with Financial Planning for Real People PLLC

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Financial Planning for Real People PLLC provides fee‑only financial planning and discretionary investment management to individuals, high‑net‑worth individuals, and charitable organizations. The firm offers both ongoing and project‑based planning and manages portfolios composed primarily of stocks, bonds, mutual funds, ETFs, U.S. government and municipal securities. FPRP develops individualized investment policies and target asset allocations based on a client’s age, risk tolerance, tax status and objectives, and employs both passive and active strategies informed by fundamental, technical and modern portfolio theory analysis. The firm also offers a broad planning scope — including business planning, employee benefits optimization, estate and tax planning — and monitors managed accounts quarterly while delivering written financial plans to planning clients. Although a solo, recently registered adviser with about $2.43 million in discretionary AUM across 15 clients, the firm’s ADV discloses work with charitable organizations and services (e.g., municipal‑security advice and employee benefits consulting) that signal engagement with corporate, pension/profit‑sharing or governmental account types uncommon for a firm of this size. FPRP uses an institutional custodial platform (Altruist) and maintains policies such as not aggregating trades, which may affect execution and operational differences compared with many small independent advisers.

To learn more about the advisors currently working at Financial Planning for Real People PLLC, 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.