A complete list of active advisors currently associated with Pivot Planning, LLC

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

Pivot Planning is a fee-only, SEC-registered investment adviser that provides wealth management and comprehensive financial planning services to individual clients. Offerings include continuous discretionary portfolio management across common asset types (stocks, bonds, mutual funds, ETFs), goal-based planning (cash flow, retirement, college, insurance, and estate planning), and optional financial plan delivery. The firm implements portfolios using a mix of model-based strategies—including models available through Schwab’s Model Market Center™ and third-party providers that the firm may customize—and employs both passive and active methods guided by modern portfolio theory, fundamental and technical analysis, and periodic rebalancing. Pivot Planning retains discretion over model selection and trading, incorporates client-specific inputs (risk tolerance, tax considerations, time horizon), and may use tax-aware adjustments and opportunistic loss harvesting while permitting reasonable written client restrictions. Noteworthy aspects include that the firm was newly formed and registered in late 2025/2026 and, as of the brochure date (April 24, 2026), reported $0 in assets under management and no clients — a profile that is uncommon among independent advisers. The firm is led by a CFP®-certified principal who also serves as chief compliance officer, operates as a single-advisor practice without accepting commissions, and follows a policy of executing client orders on an individual basis rather than aggregating block trades.

To learn more about the advisors currently working at Pivot 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.

Name	Location	Years of experience
Jacob Dubose	Highlands Ranch, CO	20

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