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

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

Nautical Financial Planning is a fee-only, independent advisory firm run by a single CFP® practitioner that provides hourly and project-based financial planning and consultation to individuals, couples, families and business entities. The firm does not take custody of client assets or provide discretionary portfolio management; clients implement recommendations themselves or engage the firm for periodic, on-request reviews. The adviser’s investment guidance emphasizes globally diversified, low-cost, tax-efficient passive mutual funds and ETFs and uses strategic asset allocation and Monte Carlo analysis to model outcomes and recommend portfolio weightings. Nautical will recommend custodians (for example, Fidelity and TD Ameritrade), assist with account setup and provide rebalancing or tax-loss harvesting advice when clients request paid consulting time, rather than managing accounts on an ongoing basis. Compared with many independent peers, Nautical is notable for relying solely on hourly or project fees instead of percentage-of-AUM billing and for explicitly not accepting commissions or third-party payments. The principal’s CFP® credential, Enrolled Agent status and state tax-preparer licenses support integrated tax and planning advice, and the firm’s policies emphasize fiduciary duty and the use of no-load funds in client recommendations.

To learn more about the advisors currently working at Nautical 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.