A complete list of active advisors currently associated with Planalto Financial

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

Planalto Financial serves individual and high-net-worth clients with comprehensive, ongoing financial planning, project-based planning, and discretionary investment management. The firm emphasizes a planning-led relationship that can include business planning, retirement and estate planning, tax considerations, insurance reviews, and implementation of investment strategies. Its investment approach blends modern portfolio theory, asset allocation, and a mix of passive and active investment vehicles to construct portfolios aligned with clients’ goals and risk tolerance. Planalto conducts regular (typically quarterly) reviews and implements trades on an individual-account basis rather than aggregating block trades, and it allows clients to impose reasonable investment restrictions. Noteworthy distinctions include the availability of project-based planning that can be billed on an hourly basis — a pricing option that is relatively uncommon among peers in the investment-manager category — alongside fixed and flat-fee planning arrangements. The firm is newly registered and operated by a sole principal who holds CFP® and CLU® credentials, operates on a fee-only basis, and does not participate in wrap fee programs.

To learn more about the advisors currently working at Planalto Financial, 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
Zeke Anders	Huntsville, AL	5

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

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