A complete list of active advisors currently associated with Paraclete Life Planning L.L.C.
Warmer can help you find a great advisor at Paraclete Life Planning L.L.C. or one who fits your needs even better.
Paraclete Life Planning focuses on a millennial client base and provides comprehensive financial planning alongside life and disability insurance advice and goal-based investment recommendations. Services described in the brochure include individualized financial snapshots, retirement and education account advisement, health savings account guidance, and regular account reporting and client outreach. The firm describes a fiduciary, goal-oriented approach that emphasizes asset allocation and a diversified investment style, drawing on charting, fundamental, technical, and cyclical analysis. Paraclete typically manages client relationships on a non-discretionary basis, monitors custodial accounts regularly with formal portfolio reviews at least quarterly, and leverages a custodial platform that includes a model marketplace and tax-management tools. Several features distinguish Paraclete from many peers: it supplements the common percentage-of-AUM model with both retainer and hourly billing options and conducts virtual educational seminars and workshops. The adviser is also active as a licensed life and disability insurance producer — an activity that consumes a meaningful portion of adviser time and, per the brochure, can result in fee credits tied to insurance purchases — and the firm is newly formed with little or no assets under advisement.
To learn more about the advisors currently working at Paraclete Life Planning L.L.C., 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.
Name |
Location |
Years of experience |
|---|---|---|
Pensacola, FL
| 3
|
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