A complete list of active advisors currently associated with Fyooz Financial Planning
Warmer can help you find a great advisor at Fyooz Financial Planning or one who fits your needs even better.
Fyooz Financial Planning works with individuals and families, providing comprehensive financial planning and discretionary investment management as well as project-based and hourly planning on topics such as retirement, tax strategies, business planning, insurance, and estate planning. The firm reports roughly $59 million in discretionary assets under management and structures its comprehensive planning engagements with an upfront onboarding fee followed by ongoing monitoring and at least semiannual planner meetings. The firm describes a primarily passive investment approach grounded in Modern Portfolio Theory and implemented with index mutual funds and ETFs, while also outlining the use of fundamental, technical, cyclical, and charting analysis to inform portfolio construction and sector decisions. Portfolios are managed on a discretionary basis with client‑tailored asset allocations, the ability for clients to impose investment restrictions, and execution practices that include block trading across accounts. Fyooz is a small, supported advisory team with three advisors, each with CFP credentials, and offers a mix of fee arrangements (AUM-based advisory fees for its primary service plus fixed-fee project work and hourly planning). Operational features noted in the brochure that distinguish its practice from many peers include a required recommendation to use Charles Schwab as custodian (with disclosure of soft‑dollar benefits and support services received), periodic use of solicitors for referrals, and written disclosures about tax services and onboarding fee practices.
To learn more about the advisors currently working at Fyooz 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.
Name |
Location |
Years of experience |
|---|---|---|
Castaic, CA
| 2
| |
Minneapolis, MN
| 12
| |
Minneapolis, MN
| 12
|
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