A complete list of active advisors currently associated with Fluid Financial Planning, LLC

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

Fluid Financial Planning provides investment management and a range of financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, and businesses. Services include portfolio management, retirement and estate planning, employee benefits optimization, business planning, college savings, and other comprehensive financial planning topics. The firm primarily implements passive, asset-class diversified portfolios using low-cost index mutual funds and ETFs, and supplements portfolio work with fundamental, technical, cyclical and charting analysis as part of its investment review process. For clients who engage its comprehensive planning service, the firm offers ongoing access to a planner through a fixed monthly subscription, delivers written plans, and conducts annual plan reviews and monitoring. What is distinct about the firm relative to many peers is its explicit work with pension and profit-sharing plans—an offering that is statistically uncommon among similar independent advisers—and its use of automated model implementation tools for discretionary allocations. The firm also describes participation in institutional custodian programs that provide operational and research support, which it notes as part of its custody and execution arrangements.

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