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

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

Garcia Financial Planning LLC is a fee‑only, independent advisory practice run by a single CFP® practitioner that provides discretionary investment management and a range of financial planning services. The firm offers comprehensive, ongoing, and project‑based planning engagements and advises on investments including stocks, bonds, mutual funds, ETFs and cash equivalents. The firm’s investment approach centers on asset allocation and a blend of passive and active strategies informed by fundamental analysis and mutual fund/ETF research, with risk monitoring and quarterly account reviews. Garcia Financial Planning will implement client‑specified restrictions, may construct socially responsible portfolios on request, and integrates planning and investment management as part of an ongoing client relationship. Noteworthy features in the brochure include a small, recently established practice (founded in 2025) with $5,973,015 in discretionary assets under management across 46 clients, and a disclosure that the client base is concentrated toward high‑net‑worth individuals rather than mass‑market, non‑HNW retail clients. The firm also requires clients to custody assets on a single recommended platform (Altruist) and does not aggregate trades into block orders, practices that can affect execution flexibility relative to many peers.

To learn more about the advisors currently working at Garcia 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.