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

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

Financial Planning HQ provides comprehensive financial planning and related consultative services to individual clients, offering broad-based and single-subject plans and ongoing plan maintenance. The firm typically works with clients who have multi-million dollar investable assets for planning-only engagements and also offers combined planning and wealth-management relationships for smaller account sizes, with legacy clients able to access third-party portfolio management. The firm does not manage client portfolios or trade securities on clients’ behalf; instead it advises on asset allocation and selects unaffiliated third‑party money managers (notably using the Orion Portfolio Solutions platform) for implementation and ongoing management. Financial Planning HQ emphasizes an ongoing planning process with an initial review and multiple scheduled meetings in the first year and annual plan updates, safety reviews, and annual insurance checks. What is uncommon for a firm of this size is that it does not take custody or discretionary trading authority, does not directly offer percentage‑of‑AUM billing for planning engagements, and reports no assets under management because portfolio management is provided by external managers. The adviser team is insurance‑licensed but the firm generally does not collect insurance commissions itself, instead referring clients to independent insurance subject‑matter experts and receiving adviser fees through the third‑party platform when clients engage managed accounts.

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