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

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

Mondor Financial Planning provides fee-only financial planning services to individuals, high-net-worth individuals, and small business owners. The firm delivers ongoing, collaborative planning engagements and does not act as a custodian or provide discretionary investment management. The firm’s planning process emphasizes asset allocation and Modern Portfolio Theory, often recommending passive mutual funds and ETFs and focusing on long-term horizons; implementation of investment recommendations is the client’s responsibility. Mondor charges recurring fixed fees for its ongoing financial planning services rather than using asset-based or performance-based compensation. Mondor is affiliated with an accounting and tax preparation firm that the adviser recommends to planning clients and that provides tax preparation to ongoing planning clients, a relationship that generates business profits for the related entity and is disclosed as a potential conflict of interest. The firm is newly registered, does not offer private fund advisory or performance-based fee arrangements, and highlights its combination of tax and planning capabilities as a distinguishing element of its service model.

To learn more about the advisors currently working at Mondor 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
Billy Mondor	Salida, CO	0

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