A complete list of active advisors currently associated with LOTV Planning & Consulting
Warmer can help you find a great advisor at LOTV Planning & Consulting or one who fits your needs even better.
LOTV Planning & Consulting provides individual financial planning and investment consultation to individuals and high‑net‑worth clients, and offers engagement‑based consulting to financial firms and registered investment advisers. Services include comprehensive financial plans, investment consultations and portfolio monitoring for individuals, and practice technology assessments, operational efficiency reviews, and practice‑management consulting for other advisory firms. The firm employs an individualized asset‑allocation approach and typically uses exchange‑traded funds in its investment guidance; planning engagements are governed by written agreements and include periodic reviews and proactive monitoring. Consulting engagements are scoped in writing and may include group training, workshops, and implementation support, with recommendations presented alongside alternative technology and process options. LOTV’s fee model is notable relative to peers: it relies on subscription‑style retainers and monthly ongoing planning fees, as well as hourly, phase‑based, and project fees, and does not charge percentage‑of‑assets‑under‑management or performance‑based fees because it does not manage client assets on a discretionary basis. The firm discloses a potential conflict arising from the owner’s outside employment with a tax‑planning software company (including documentation and client disclosure) and limits that conflict by offering technology alternatives and by not conditioning consulting engagements on adoption of that software.
To learn more about the advisors currently working at LOTV Planning & Consulting, 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 |
|---|---|---|
Avoca, MI
| 5
|
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