A complete list of active advisors currently associated with Glow Financial Planning LLC
Warmer can help you find a great advisor at Glow Financial Planning LLC or one who fits your needs even better.
Glow Financial Planning LLC is a registered investment adviser that, per its Form ADV, provides financial planning and investment management services to individuals and high‑net‑worth individuals. The brochure describes the firm as fee‑only, notes there is no account minimum, and explains that investment management is provided at no additional charge for clients who engage its ongoing financial planning service. The firm’s stated investment approach emphasizes Modern Portfolio Theory, asset allocation, and passive investment management using index mutual funds and ETFs, with both discretionary and non‑discretionary authority available. Financial planning is described as an ongoing, collaborative process covering areas such as retirement planning, estate planning, tax planning strategies, cash‑flow and debt management, and business planning, which inform portfolio construction and quarterly reviews. Several features in the brochure are atypical for an investment‑manager category firm: the adviser does not charge percentage‑of‑assets fees and instead discloses a recurring quarterly fixed planning fee of $4,000 to $10,000, and it reported $0 in assets under management as of October 1, 2025. The brochure also discloses operational choices that differ from many peers — it does not engage in block trading, reports no soft‑dollar arrangements while using an institutional custodian platform, and states it neither accepts commissions nor performance‑based fees.
To learn more about the advisors currently working at Glow Financial 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.
Name |
Location |
Years of experience |
|---|---|---|
Spring Hill, FL
| 3
|
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