A complete list of active advisors currently associated with Northwest Planning Advisors LLC

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

Northwest Planning Advisors LLC provides financial planning, educational seminars, and advisory services to individual and high‑net‑worth clients, and it helps clients by selecting or referring them to third‑party investment managers. It offers both one‑time financial plans and ongoing advisory relationships billed on an asset‑based basis. The firm generally operates on a non‑discretionary basis so clients retain trading authority, and it often implements investment programs through third‑party managers (including a named sub‑adviser) rather than exercising direct portfolio trading. Its investment process incorporates modern portfolio theory, fundamental, quantitative and technical analysis and may include the use of derivatives and complex strategies (options, short sales, margin, and spread strategies) within separately managed allocations. What is most distinctive is the firm’s reliance on non‑discretionary arrangements and referrals to outside money managers combined with the explicit use of derivative and short‑sale strategies in those managed accounts—an approach that is uncommon among peers. The principal also maintains a licensed insurance practice and may offer commissionable insurance products (approximately ten hours per week), a relationship the brochure discloses as a potential conflict of interest.

To learn more about the advisors currently working at Northwest Planning Advisors 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.