A complete list of active advisors currently associated with LTPlanners
Warmer can help you find a great advisor at LTPlanners or one who fits your needs even better.
Life Transitions Planning LLC serves individuals, high‑net‑worth families, trusts, and retirement plans, offering discretionary and non‑discretionary portfolio management, financial planning and consulting, and retirement services. The firm also provides divorce financial consulting and facilitates access to third‑party money managers and aggregated reporting tools for clients’ broader holdings. Investment strategies typically emphasize equities, mutual funds, ETFs, and U.S. government securities, and cash balances may represent a sizable portion of a portfolio depending on the outlook; the firm may recommend alternative investments where appropriate and employs a mix of fundamental, quantitative, technical, and model‑manager analysis. Clients are generally expected to custody assets with the adviser’s recommended provider and may elect an optional bundled platform; the firm maintains a stated account guideline of $250,000 that can be waived in certain circumstances. Noteworthy aspects include the firm’s regular offering of impersonal seminars and workshops at no charge and a formal divorce‑planning consulting service supported by a Certified Divorce Financial Analyst credential, features that are less common among solo independent advisers. The adviser is newly registered and currently reports no assets under management or clients, and its disclosures identify prior regulatory matters (including a resolved supervisory order and a 2024 licensing stipulation with a $1,750 civil penalty) and a previously discharged personal bankruptcy, all of which are disclosed as resolved.
To learn more about the advisors currently working at LTPlanners, 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 |
|---|---|---|
Virginia Beach, VA
| 29
|
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