A complete list of active advisors currently associated with Financial Planning Professionals, Inc.

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

Financial Planning Professionals provides discretionary asset management and comprehensive financial planning to a mix of high-net-worth individuals, pension and profit-sharing plans, corporations, trusts, estates and charitable organizations. In addition to advisory services billed as a percentage of assets under management, the firm also offers commissionable fixed insurance products and works with investment company and insurance-company clients. The firm manages client assets through named global asset allocation model portfolios (conservative, moderately aggressive and aggressive) that emphasize ETFs and incorporate periodic market timing and reallocation rather than a pure buy-and-hold approach. Clients who engage financial planning receive a written plan and may separately elect to implement recommendations through the firm’s asset-management programs, which are billed and typically debited quarterly in advance. Compared with many independent advisory boutiques, FPP is notable for serving investment-company and insurance-company clients while also maintaining insurance licenses and receiving commissions on fixed insurance sales, a potential conflict the brochure discloses. The firm, founded in 1993, routinely recommends Schwab custodial services, may debit advisory fees from client accounts, and may process client-directed asset transfers under standing instructions while meeting SEC conditions that avoid a surprise custody audit.

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