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, Inc. is an independent registered investment adviser that provides discretionary asset management and comprehensive financial planning to individuals, high‑net‑worth clients, trusts, estates, charitable organizations and certain corporate or institutional clients. The firm manages roughly $32.6 million across about 82 client relationships and charges advisory fees based on assets under management or fixed fees for planning engagements. Investment management is delivered through model‑based, active global asset‑allocation strategies (conservative, moderately aggressive and aggressive) that use fundamental analysis, ETFs, mutual funds and individual securities, with periodic market‑timing and reallocation rather than a strict buy‑and‑hold approach. Client goals and risk tolerances are documented and reviewed regularly, with quarterly account reviews, tax‑loss harvesting consideration and plan updates available as conditions change. Compared with many peers, the firm serves some atypical client types for a small independent adviser — including investment company and insurance company clients — and maintains an affiliated insurance practice that results in external compensation from insurance product sales. The brochure discloses this commission activity and the firm describes mitigation steps (disclosures, a stated fiduciary duty, client choice to use other agents, and supervisory policies) to address the related conflicts of interest.

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.