A complete list of active advisors currently associated with Geiser Wealth Planning, LLC

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

Geiser Wealth Planning, LLC is a fee-only, independent investment adviser operating as a single-advisor firm that serves individual and high-net-worth clients. The firm offers wealth management services that combine portfolio management and comprehensive financial planning without a stated minimum account size. The firm develops individualized investment policies and asset-allocation targets and uses a mix of fundamental, technical and charting analysis, applying both passive and active strategies across stocks, bonds, mutual funds, ETFs, municipal securities and cash. Client accounts are managed on a non-discretionary basis, so the adviser obtains client approval before executing trades, and ongoing financial planning is provided at the client’s election at no additional fee. Notable features that distinguish the firm from most peers are that all client accounts are enrolled in the firm’s wrap fee program, which bundles advisory and transaction costs, and that nearly all assets reported are non-discretionary (the firm reported $0 discretionary and $24,425,572 non-discretionary AUM as of December 31, 2025). As a recently formed sole-practitioner advisory firm led by a CFP®-certified advisor, the firm also requires clients to custody assets on its recommended institutional platform and leverages that custodian’s institutional services and tools.

To learn more about the advisors currently working at Geiser Wealth 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.