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

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

Minas Financial Planning, LLC is a state-registered investment adviser that provides project-based and ongoing financial planning, third‑party manager selection and oversight, directly held real estate analyses, and periodic educational seminars to a broad range of clients including pooled vehicles, institutions, and individual households. The firm’s brochure notes that it does not directly manage client assets, does not accept custody of client funds, and may facilitate implementation through outside managers and client-selected custodians. The firm describes a primarily passive investment approach informed by Modern Portfolio Theory, using low-cost index funds and ETFs for asset-class exposure while also employing fundamental, technical, cyclical, and charting analyses when completing investment reviews as part of planning work. MFP assists clients in selecting and onboarding outside managers or TAMPs, conducts ongoing reviews of those managers, and frames recommendations around long-term diversification and tax efficiency. Several operational features are notable for a firm in this category: the principal maintains an active role as a licensed real estate broker and offers directly held real estate analysis, the firm regularly offers public and paid educational seminars, and it documents the practice of recommending and reviewing other advisers. The brochure also discloses multiple non‑AUM billing options (fixed project fees, monthly ongoing fees, and hourly engagements) and the principal’s concurrent academic duties as a university finance professor and CFP® program director, all of which are less common among peer investment‑manager firms.

To learn more about the advisors currently working at Minas 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.