A complete list of active advisors currently associated with Gen Y Planning

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

Gen Y Planning works with individual clients, families, trusts and retirement plans and reports approximately $53.7 million in assets under management across two advisors and about 90 client relationships. The firm provides individualized financial planning (broad or modular), investment consultation, and portfolio management services delivered through a third‑party platform. The firm’s investment approach follows Modern Portfolio Theory and a passive, index‑based strategy that emphasizes diversified, low‑cost, tax‑efficient mutual funds and ETFs with periodic rebalancing. Portfolio management is implemented on a discretionary basis through the third‑party platform; the adviser assists clients with allocation model selection, investor profiling, and periodic reviews, and also offers both fixed‑fee/subscription planning engagements and an hourly planning option. Noteworthy features include the firm’s reliance on a single external platform for discretionary portfolio management—clients who do not place assets with that platform are offered consultation rather than managed accounts—and the disclosure that the firm’s founder owns equity in the platform provider, which the firm identifies as a material conflict of interest. The firm also uses a structured planning product (an upfront setup and a multimonth subscription for ongoing support) and notes availability of the platform’s crypto portfolios (with separate platform fees), while its advisors hold CFP certification and the firm is registered to advise clients in multiple states.

To learn more about the advisors currently working at Gen Y 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.