A complete list of active advisors currently associated with Plan Simple Financial Partners, LLC
Warmer can help you find a great advisor at Plan Simple Financial Partners, LLC or one who fits your needs even better.
Plan Simple Financial Partners, LLC provides portfolio management, financial planning, and pension consulting to high‑net‑worth individuals and corporate retirement plans. The firm documents client goals and risk tolerances in an Investment Policy Statement and delivers ongoing monitoring and quarterly reporting through custodians. The firm’s investment process combines fundamental and cyclical analysis with modern portfolio theory and a long‑term trading orientation, and it typically invests in mutual funds, equities, ETFs, fixed income (including TIPS), and insurance products such as annuities. Accounts are managed primarily on a non‑discretionary basis—clients retain final decision authority—and Plan Simple also conducts due diligence and refers clients to third‑party managers and recordkeepers when appropriate. Noteworthy aspects include an affiliated insurance business (Plan Simple Insurance Partners, LLC) and that virtually all reported assets are non‑discretionary, a structure that is uncommon among independent advisers. The firm’s supervised persons are licensed insurance agents who may receive commission compensation for insurance sales, it does not accept discretionary trading authority or proxy voting, and it participates in an institutional custody program that provides execution, research, and practice‑management services.
To learn more about the advisors currently working at Plan Simple Financial 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 |
|---|---|---|
New Orleans, LA
| 14
|
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