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

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

Oliver Financial Planning is a small, fee‑only registered investment adviser that provides ongoing financial planning and investment advice to individuals, including some high‑net‑worth clients, and also serves two privately held Florida limited‑liability companies that compensate the firm on a program‑fee basis. Services are delivered primarily through an ongoing Financial Planning Program (with periodic update meetings and access to a financial‑planning application) and occasional hourly consultations. The firm’s investment work centers on determining target asset allocations and recommending primarily low‑cost mutual funds and exchange‑traded funds, favoring passive index exposures and a buy‑hold‑and‑rebalance approach with annual rebalancing guidance and semiannual review meetings. Oliver Financial Planning provides specific reallocation instructions for client accounts but does not execute trades, exercise investment discretion, or take custody of client assets. Noteworthy features relative to peers include its explicit avoidance of percentage‑of‑AUM fees in favor of fixed program and hourly fees and the combination of advising (rather than trading or discretionary management) while also providing services to privately held investment entities under the same program‑fee model — the brochure notes those entities are not solicited to other clients. The firm also emphasizes a fiduciary code of ethics and written planning and rebalancing processes for a compact client base.

To learn more about the advisors currently working at Oliver 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.