A complete list of active advisors currently associated with Pihl Financial Planning

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

Pihl Financial Planning is a state-registered independent investment adviser that serves individuals and households including retirees, high‑net‑worth individuals, business owners, employees, endowments, trusts, and retirement plans. The firm offers discretionary investment management and separate financial‑planning engagements, with implementation assistance and coordination with outside professionals when needed. Investment strategies combine passive indexing, quantitatively managed factor exposures, and selectively chosen individual securities with an emphasis on quality, reasonable valuation, and lower cyclicality; portfolios may also include commodity exposures via ETFs. The adviser tailors recommendations to clients’ cash‑flow, tax, estate, liquidity, and risk considerations, typically manages accounts on a discretionary basis, and conducts regular (at least quarterly) account reviews while providing written invoices that identify the custodian. Noteworthy features include the principal’s combination of CFP® and CFA credentials and a relatively small client roster with roughly $25.5 million in discretionary assets across about 31 clients, reflecting a solo‑practitioner practice with a compact number of households. The firm discloses participation in Charles Schwab’s institutional program (including custody‑related services and research access), maintains a written contingency plan for continuity, and generally leaves proxy voting to clients.

To learn more about the advisors currently working at Pihl 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.

Name	Location	Years of experience
Nicholas Pihl	Albuquerque, NM	9

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

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