A complete list of active advisors currently associated with Plan Confidence Corporation

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

Plan Confidence Corporation is an internet-only investment adviser that delivers web-based investment advice to individuals, plan participants, businesses and defined contribution plans through its Plan Confidence™ platform. The firm provides non-discretionary, model-driven asset-allocation guidance and an optional "Do It For Me" execution pathway that uses third-party order-management systems to place trades at clients’ custodians. The firm relies on a proprietary scoring methodology to map a client’s risk profile and a plan’s available fund lineup to asset-allocation models, offering both strategic models grounded in Modern Portfolio Theory and semi‑tactical models based on momentum. Tactical models are reviewed daily while strategic models are reviewed at least quarterly, the platform re-scores accounts periodically, and the adviser does not recommend or trade individual securities. Distinctive features include its solo-practitioner, largely automated structure with an unusually high client-to-advisor ratio and limited custody solely for fee collection, and its operation as an ERISA Section 3(21) limited‑services fiduciary for retirement plans. The firm’s operations emphasize technology and partnerships—cloud hosting via AWS, use of Stripe for recurring fee authorization, integration with Pontera and Future Capital for trade execution—and a promoter referral program that shares subscription revenue with independent promoters.

To learn more about the advisors currently working at Plan Confidence Corporation, 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.