A complete list of active advisors currently associated with Flip Flops and Pearls Financial Planning

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

Flip Flops and Pearls Financial Planning serves individual and high‑net‑worth clients, as well as trusts, estates, charitable organizations and small businesses, providing fee‑only wealth management alongside subscription, project‑based, and hourly financial planning. The firm reports approximately $28.4 million in discretionary assets under management and a small, boutique client base of about 15 households served by two advisors. The firm’s investment approach is grounded in modern portfolio theory and predominantly passive investment management, combining strategic asset‑allocation targets with occasional tactical adjustments and attention to costs and tax implications. Clients engage in a collaborative planning process that can include comprehensive financial plans, ongoing portfolio supervision, and use of Schwab custody and, for lower‑balance accounts, an automated model platform (Schwab’s Institutional Intelligent Portfolios). Compared with peers, Flip Flops and Pearls discloses several uncommon features in its materials: its website and marketing include client testimonials and endorsements and reference third‑party ratings, and the brochure notes a recent disclosure about subscription planning fees (monthly fees capped at $2,500). The firm also documents a wide range of fee arrangements—from hourly work to project fees up to $50,000 and an upfront onboarding charge for subscription clients—and relies on custodial statements rather than issuing separate written investment reports for wealth management clients.

To learn more about the advisors currently working at Flip Flops and Pearls 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.