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

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

Malone Financial Planning LLC provides fee-only investment management and financial planning services to individual and high-net-worth clients. The firm offers ongoing wealth management with discretionary portfolio oversight as well as limited-scope, one-time financial planning engagements that cover topics such as retirement, college savings, business planning, insurance review, tax planning, and estate planning. The firm develops personalized investment policies through client discussions and implements portfolios using a mix of passive and active strategies, with analysis that includes fundamental and technical methods and attention to asset allocation and tax efficiency. It also offers socially responsible investing options and may construct custom ESG portfolios when requested, and it relies on institutional custodial platforms that provide digital account opening and software support. Distinctive features include its recent founding in 2023 and its very small, boutique scale—managing about $2.0 million for five clients as a sole practitioner—while maintaining no account minimum and a fee-only, non-commission business model. The firm coordinates with third-party attorneys and tax professionals when needed and discloses that its institutional relationships may provide technology and support benefits that could influence custodian recommendations.

To learn more about the advisors currently working at Malone 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
Katherine Malone	McKinney, TX	3

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