A complete list of active advisors currently associated with Financial Security Planning Services, Inc.
Warmer can help you find a great advisor at Financial Security Planning Services, Inc. or one who fits your needs even better.
The firm provides personal financial planning, advice and consultations to individuals, families, trusts, estates and related entities, offering services that include investment analysis, insurance review, retirement and estate planning, education planning and business succession support. The brochure indicates these services are customized to each client’s needs and that the firm reported no current advisory clients at the time of the filing. The firm’s process centers on gathering detailed client information, documenting goals and using an investment suitability worksheet to determine recommendations; it employs both technical trend-following tools (e.g., moving averages) and fundamental research, and commonly recommends mutual funds and ETFs to capture broad asset-class exposure. Financial Security Planning Services does not take custody of client funds and does not maintain discretionary trading authority, leaving implementation decisions and account custody with clients or chosen broker-dealers. What is noteworthy for a firm in this category is that the principal also conducts broker‑dealer activity through an affiliation with a FINRA-registered broker/dealer and is separately licensed to offer life, health, disability and long‑term care insurance, which the brochure discloses may give rise to commissions. The firm uses hourly billing for advisory work rather than a percentage-of-AUM fee model and describes written disclosures and a Code of Ethics to address related conflicts of interest when recommending implementation through affiliated channels.
To learn more about the advisors currently working at Financial Security Planning Services, 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 |
|---|---|---|
Corte Madera, CA
| 35
|
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")