A complete list of active advisors currently associated with Plan & Act

Warmer can help you find a great advisor at Plan & Act or one who fits your needs even better.

Plan & Act primarily serves individual clients and living trusts and also accepts organizations such as non-profits and institutional clients, delivering fee-only, fiduciary financial planning, investment advice, portfolio management and coaching. The brochure reports approximately $64 million in non-discretionary assets under management/advisement across about 82 clients and describes services that include rollovers, Roth conversions and access to low‑cost mutual funds and ETFs. The firm’s investment approach is grounded in an economics‑based financial planning framework drawing on academic finance (Merton/ICAPM), with the financial plan as the foundation and a focus on broad, low‑cost multifactor passive funds (including Dimensional target‑date funds) to capture market returns and hedge life‑cycle risks. Plan & Act manages accounts on a non‑discretionary basis, requires client authorization for trades, and treats held‑away assets as part of its Assets Under Advisement when setting ongoing service tiers. Compared with peers, the firm maintains an affiliated pension consulting business that provides pension plan consulting and employee wellness services to small employers and non‑profits, and it discloses the ability to license its technology and content to other advisors and institutions. It also emphasizes client education and behavioral coaching—offering quarter‑ly review webinars, a results‑coaching service, and a recent shift to tiered service levels that measure value by the breadth and lifetime impact of planning rather than meeting frequency.

To learn more about the advisors currently working at Plan & Act, 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.