A complete list of active advisors currently associated with Plan2Retire

Warmer can help you find a great advisor at Plan2Retire or one who fits your needs even better.

Plan2Retire is a fee‑based independent advisory firm that serves individual households and employer retirement plans, providing discretionary portfolio management, financial planning, and qualified plan consulting. As with many independent advisors, it bills advisory fees tied to assets under management and delivers periodic performance reporting and reviews. The firm manages accounts under individualized investment policy statements and uses a mix of fundamental, technical, and cyclical analysis; it also may subscribe client accounts to third‑party model portfolios through a model marketplace and custodian relationship. In addition to ongoing wealth management, Plan2Retire offers comprehensive financial consulting, participant education for retirement plans, and public seminars and workshops intended to educate attendees. Plan2Retire’s profile is atypical for a solo independent firm: one advisor oversees roughly 271 client relationships and about $82 million in assets, and the managing member operates an affiliated insurance business that produces a material portion of revenue (disclosed as commission income). The firm also provides ERISA plan services in both limited‑scope (3(21)) and full discretionary investment manager (3(38)) capacities, and it passes through model marketplace fees charged by its chosen platform.

To learn more about the advisors currently working at Plan2Retire, 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.