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

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

Financial Planning Solutions, Inc. provides comprehensive financial planning and implementation assistance to individuals (including trusts, estates and retirement accounts), high‑net‑worth or “qualified” clients, and business entities. The firm’s services center on creating tailored financial plans across accumulation, retirement, estate, tax and business planning modules, with up to one year of help implementing the plan rather than ongoing asset management. The firm prepares personalized investment policy statements and evaluates investments using both fundamental and technical analysis while considering mutual funds and ETFs among other instruments. It does not manage client assets, accept custody, or exercise discretionary trading authority, and it charges planning fees on an hourly or fixed‑fee basis rather than using percentage‑of‑AUM billing. Noteworthy for an independent solo adviser, the firm’s representative maintains broker‑dealer and insurance registrations and may receive commissions, 12b‑1 fees and other compensation if clients implement recommendations through affiliated channels; the brochure discloses these conflicts and describes mitigation steps such as a Code of Ethics and client disclosures. The adviser also indicates that associated persons spend a substantial portion of their time on broker‑dealer–related activities, and the practice’s focus on planning for HNW and business clients (rather than typical non‑HNW retail clients) distinguishes it from many peers.

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

Name	Location	Years of experience
Shelley Boyce	Carlsbad, CA	37

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