A complete list of active advisors currently associated with Labounty Financial Planning
Warmer can help you find a great advisor at Labounty Financial Planning or one who fits your needs even better.
LaBounty Financial Planning provides fee-only financial planning and portfolio management services to individuals and high‑net‑worth clients, and also offers limited-scope, project-based planning engagements. The firm’s service menu includes comprehensive wealth management (combining planning and discretionary investment management), business‑owner consulting, retirement and tax‑aware planning, estate reviews, and college‑savings analysis. The firm delivers advice through either ongoing wealth management relationships or one‑time project engagements, tailoring asset allocation and investment selection to clients’ goals and risk tolerance. Its investment process combines fundamental company analysis with mutual fund and ETF evaluation and uses both passive and active strategies to construct diversified portfolios. Compared with many independent advisers, the firm was newly formed in 2026 and, at the time of the brochure, reported no assets under management or client relationships, and it is not structured as a typical solo practitioner. It also uses fixed, non‑AUM fee arrangements rather than percentage‑of‑assets billing (an uncommon choice among peers) and maintains an institutional relationship with a single digital custodian while generally implementing trades on an individual rather than aggregated (block) basis.
To learn more about the advisors currently working at Labounty 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.
Name |
Location |
Years of experience |
|---|---|---|
Pittsford, NY
| 15
|
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