A complete list of active advisors currently associated with Latitude Financial Planning LLC

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

Latitude Financial Planning LLC provides fee-only financial planning and investment advisory recommendations to individuals and families. Its comprehensive planning services address retirement, investment, Social Security, tax, education, insurance, estate planning considerations, and cash-flow matters, with the specific scope set out in each engagement letter. The firm develops client-tailored recommendations using analyses that may draw on Modern Portfolio Theory concepts and a life‑cycle approach, and it may recommend strategies such as asset allocation, diversification, index/passive investing, buy‑and‑hold, and dollar‑cost averaging. LFP does not maintain discretionary authority over client accounts or custody client assets; clients keep their own custodians and implement recommendations, and the firm bills on hourly or fixed‑fee arrangements rather than asset‑based or performance fees. Distinctive features include a focus on delivering a written comprehensive financial plan as the primary client deliverable and an emphasis on education—its principal has delivered adult and youth financial education programs and seminars—rather than ongoing managed accounts. The firm also discloses that the principal operates an unrelated small business separate from advisory activities, does not participate in wrap or soft‑dollar arrangements, and does not serve as a private‑fund adviser.

To learn more about the advisors currently working at Latitude 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
Jeffrey Schroeder	Port Clyde, ME	0

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