A complete list of active advisors currently associated with Luskin Financial Planning

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

The firm provides fee‑only, advice‑only financial planning on a fixed‑fee or hourly basis to individuals and to other advisers’ clients, with a particular focus on high‑net‑worth individuals, retirement plan sponsors, trustees of foundations and other non‑profit organizations. It does not take custody of client assets or provide discretionary portfolio management; clients or their chosen custodians/other advisers are responsible for implementing recommendations. The firm follows a long‑term passive investment philosophy, generally recommending low‑cost, market‑tracking index mutual funds and ETFs and avoiding market timing, sector rotation, leveraged products, or frequent trading. Engagements begin with a review of a client’s background, goals, risk tolerance and current holdings and typically result in one‑time portfolio reviews, written recommendations, or referrals, with implementation left to the client or a third party. Noteworthy for a solo independent adviser, the firm places a visible emphasis on education and industry outreach: it offers live presentations and workshops, participates in the Bogleheads community and the John C. Bogle Center for Financial Literacy, volunteers with a local financial‑literacy nonprofit, and provides industry consulting and a purchasable advisor template. The firm’s business model — advice‑only engagements with fixed/hourly fees and no percentage‑of‑AUM billing — and its public education activities distinguish it from many peers.

To learn more about the advisors currently working at Luskin 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.