A complete list of active advisors currently associated with Hifi Planning

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

HiFi Planning provides fee-only, advice-only financial planning to individuals and high‑net-worth clients through comprehensive written plans and limited-scope, project-based engagements. The firm does not provide investment management, custody, or product sales and may refer clients to third‑party professionals when implementation is needed. In its investment recommendations the firm emphasizes modern portfolio theory, passive asset‑allocation constructs, and may incorporate socially responsible investing preferences when requested. Advice is delivered in written analyses for clients to implement with their chosen custodians rather than through discretionary trading authority or ongoing account management. Notably, the firm offers educational seminars and speaking engagements (including occasional pro‑bono events) in addition to its planning services, a service not common among similarly sized independent advisers. Engagements are structured to conclude upon delivery of the plan rather than as ongoing reviews, and the firm’s principal holds CFP® certification and specialized training in equity compensation.

To learn more about the advisors currently working at Hifi 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
James Mc Dougal	Long Beach, CA	4

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