A complete list of active advisors currently associated with M Financial Planning Services, Inc

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

M Financial Planning Services serves individual and high-net-worth clients by providing standalone financial planning and consulting across areas such as estate, retirement, college, and insurance planning. The firm offers tiered, subscription-based planning geared toward young professionals in addition to traditional fixed-fee and hourly engagements. The firm does not provide investment management, custody, or wrap programs; clients seeking portfolio management or investment implementation are required to enter separate agreements with LPL Financial, and some firm representatives also operate as registered representatives and investment adviser representatives of LPL. M Financial’s planning work is informed by fundamental analysis and may discuss long- and short-term strategies, and the firm discloses limited use of AI tools subject to internal controls and review. Compared with many team firms, M Financial’s planning-only model — relying on fixed, hourly and subscription fees rather than in-house AUM-based portfolio management — is a distinguishing feature. The brochure also highlights referral and commission arrangements with LPL and licensed insurance agents and the availability of third-party reporting for client-held assets, all of which create specific implementation pathways and potential conflicts of interest for clients to consider.

To learn more about the advisors currently working at M Financial Planning Services, Inc, 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.