A complete list of active advisors currently associated with Followthru Planning Associates LLC
Warmer can help you find a great advisor at Followthru Planning Associates LLC or one who fits your needs even better.
Followthru Planning Associates LLC provides financial planning and investment advisory services to individuals and families, including retirement planning, tax planning, cash flow analysis, debt management, college funding and asset allocation. The firm is a sole-owner registered investment adviser that offers advice either on an hourly basis or as a percentage of assets and does not impose a minimum asset or income requirement. The firm’s investment approach emphasizes long-term fundamentals over frequent trading and uses a mix of index and actively managed mutual funds, ETFs, individual stocks and bonds, CDs and conservative options techniques (protective puts, call writing). Followthru generally operates without taking custody and typically manages accounts on a non-discretionary basis, with clients retaining control of trading and receiving account statements directly from custodians; formal reviews are conducted semi‑annually or annually. Notable practice details that differentiate the firm from many peers are the combination of small-business accounting services (personal and business tax preparation, payroll and bookkeeping) and licensed insurance activity for life/accident/health and property/casualty products, with any insurance commissions disclosed to clients. The firm’s principal holds the CFA designation, and the brochure states insurance compensation is separate from advisory fees and that clients are free to decline insurance recommendations or choose other providers.
To learn more about the advisors currently working at Followthru Planning Associates 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.
Name |
Location |
Years of experience |
|---|---|---|
Brooklyn, NY
| 4
|
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