A complete list of active advisors currently associated with On Course Financial Planning

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

On Course Financial Planning provides financial planning and investment advisory services primarily to individual clients, including high-net-worth individuals. The firm offers written financial plans billed on an hourly basis and separately managed investment accounts billed as asset-based advisory engagements. The firm employs a passive, indexing approach using globally diversified portfolios of index mutual funds and ETFs, with asset-allocation decisions made after a client risk questionnaire and implemented on a discretionary basis. Accounts are reviewed at least annually, portfolios are rebalanced periodically, and the adviser operates under a fee-only, fiduciary model without performance-based fees. What is distinctive is the firm’s scale and operating model: it manages roughly $69 million in discretionary assets for about 30 clients as a single-advisor practice, resulting in a relatively high level of assets per advisor while maintaining no stated account minimum. The brochure also discloses key-man risk and a formal succession arrangement with another advisory firm to address continuity, and notes operational choices — such as not aggregating trades and not voting client proxies — that differ from many peers.

To learn more about the advisors currently working at On Course 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.