A complete list of active advisors currently associated with OnPlane Financial Advisors

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

OnPlane Financial Advisors is a fee‑only practice that works primarily with individuals and families to provide comprehensive ongoing financial planning, asset advisement, and investment management. The firm offers both non‑discretionary financial planning and held‑away asset guidance as well as discretionary portfolio implementation and monitoring. The firm follows a passive, index‑oriented investment approach that relies mainly on mutual funds and exchange‑traded funds to build diversified portfolios and generally avoids recommending individual stocks or bonds. Investment management engagements include ongoing financial planning at no additional charge, and the firm bills clients via quarterly fixed fees rather than a percentage‑of‑assets model, with fee waivers possible for certain small accounts. Distinctive elements include the fixed, negotiable quarterly billing structure instead of the more common AUM‑linked fee and the explicit inclusion of financial planning within discretionary mandates. The brochure also discloses a recent state consent order concerning certain flat‑fee disclosures and website materials and the firm’s agreement to independent oversight and enhancements to supervisory and advertising practices.

To learn more about the advisors currently working at OnPlane Financial Advisors, 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.