A complete list of active advisors currently associated with Motif Planning
Warmer can help you find a great advisor at Motif Planning or one who fits your needs even better.
Motif Planning (doing business as Thriving Musician LLC) provides comprehensive and project-based financial planning to individuals and high-net-worth individuals. Services described in the brochure include business planning for client-owners, cash flow and tax planning, estate and retirement planning, and public educational seminars and speaking engagements. The firm operates as a fee-only financial planner and does not manage client assets or accept custody; investment recommendations may be made within financial plans but Motif Planning does not exercise investment discretion. Its written materials describe an investment philosophy grounded in Modern Portfolio Theory and passive, asset-allocation approaches, and the adviser works with clients through an ongoing annual service and communications calendar. Noteworthy for an independent, solo advisor, the brochure discloses the use of client testimonials, non‑client endorsements, and a third‑party (Google) rating on its website — practices that are uncommon among peers. The firm also emphasizes educational programming and a niche background tied to the founder’s music‑industry experience, and it does not rely on percentage‑of‑AUM fee models or traditional portfolio management services.
To learn more about the advisors currently working at Motif 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.
Name |
Location |
Years of experience |
|---|---|---|
Dallas, TX
| 6
|
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