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

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

Lotic Financial Planning LLC provides fee-only, project-based financial planning to individuals, families, small businesses, and high-net-worth individuals. Services are delivered as limited-scope, one-time engagements covering cash flow and debt management, retirement and estate planning, tax and insurance review, college savings, and investment analysis. The firm’s advice draws on modern portfolio theory and fundamental analysis and may include recommendations for asset allocation, passive index funds, mutual funds or ETFs, and socially responsible investing options when requested. Recommendations are made solely in the context of a financial plan; clients are responsible for implementing and monitoring any trades because the firm does not provide ongoing portfolio management, custody, or discretionary trading. Compared with many independent advisers, the firm does not offer portfolio management or percentage-of-assets fees and instead focuses on standalone planning engagements without accepting custody or performance-based fees. The firm was recently established as a fee-only LLC and notes a principal with a technical and business academic background, which is reflected in its emphasis on one-time, analytical planning work rather than continuous asset management.

To learn more about the advisors currently working at Lotic 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
Daryl Varney	Naperville, IL	0

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