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 serves primarily individual clients and living trusts, including high‑net‑worth households, and also licenses its financial‑wellness technology to other advisors and institutions. The firm provides economics‑based financial planning, portfolio management on a nondiscretionary basis, results coaching, and pension consulting services through an affiliated pension consulting entity. The firm’s investment and planning approach is grounded in continuous‑time, economics‑based financial life planning derived from the ICAPM and implemented with broadly diversified, low‑cost multifactor funds and targeted hedging strategies. Clients may engage at multiple service levels—from do‑it‑yourself financial plans through advisor‑assisted implementation to advisor‑delegated separately managed accounts—and the firm uses a 10‑factor Endogenous Risk Analysis to tailor risk and allocation recommendations. Plan & Act is notable among peers for maintaining primarily nondiscretionary AUM (approximately $64 million) and for an explicit affiliation that provides retirement plan consulting and employee‑wellness services. The firm also emphasizes client education—running quarterly review webinars and coaching—and discloses adherence to third‑party fiduciary practice standards (CEFEX), as well as offering specialized tax‑sensitive and risk‑parity options for high‑net‑worth clients.

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.