A complete list of active advisors currently associated with Flightpath Financial Planning

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

FlightPath Financial Planning is an independent, state-registered advisory firm that serves individual clients, including both typical retail investors and some high-net-worth households, offering discretionary investment management alongside comprehensive financial planning. The firm manages roughly $11.1 million across a small number of client relationships and provides both ongoing investment management and standalone financial planning engagements. The firm describes a strong academic approach to investing, favoring passively managed, diversified, low-cost portfolios implemented primarily with no-load mutual funds and ETFs, with prebuilt models that may be customized to a client’s risk profile, time horizon, and tax considerations. It accepts discretionary authority to implement and rebalance portfolios on clients’ behalf while allowing reasonable client-imposed restrictions. Distinctive features disclosed in the brochure include operating as a sole advisor across multiple offices, offering flat-fee annual planning with monthly billing as well as hourly planning options in addition to AUM-based management, and an identified annual inflationary adjustment to planning fees. The firm also discloses a referral arrangement with an unaffiliated divorce and mediation practice owned by the advisor’s spouse and the use of standing letters of authorization for client-directed transfers, both noted as potential conflicts that are addressed in its disclosures.

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