A complete list of active advisors currently associated with Plan Partners LLC

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

Plan Partners serves a mix of small institutional retirement-plan sponsors (including pension and profit‑sharing plans), charitable institutions and endowments, and individual retail clients who are generally not high‑net‑worth. The firm provides ERISA and UPMIFA fiduciary consulting (including 3(21)/3(38) services), education and enrollment meetings, financial planning, and assistance in selecting outside money managers and Turnkey Asset Management Programs (TAMPs). The firm typically delivers advice on a non‑discretionary basis, requiring client approval for trades, and uses model portfolios and third‑party manager solutions rather than exercising discretionary portfolio control. Plan Partners describes a preference for minimal trading to limit costs and relies on third‑party research tools (such as Morningstar and fi360) and manager searches to identify investment and tax‑optimization solutions. Distinctive for a firm of its size, Plan Partners operates as a single‑owner RIA that combines pension/fiduciary consulting and participant education with the formal selection of other advisers and TAMPs, and it reports primarily non‑discretionary assets (about $1.8 million as of 12/31/2024) with no discretionary AUM. The firm also commonly engages clients on flat consulting or fixed‑fee arrangements for plan work, runs educational seminars/workshops, and does not act as a private‑fund adviser.

To learn more about the advisors currently working at Plan Partners 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
Jonathan Broadbent	Newbury, OH	22

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