A complete list of active advisors currently associated with Plancorr Wealth Management, LLC

Warmer can help you find a great advisor at Plancorr Wealth Management, LLC or one who fits your needs even better.

Plancorr Wealth Management, LLC provides fee‑only financial consulting and personalized financial planning to individuals as well as pension and profit‑sharing plans, trusts, estates, and charitable organizations. The brochure lists services such as investment portfolio cost‑benefit and risk‑management analyses, insurance and annuity reviews, retirement income planning, contract reviews, cash‑flow and accelerated debt‑reduction strategies, and related written reports. The firm delivers advice through consultations and written hard‑copy reports, applying fundamental, technical and cyclical analysis along with cost‑benefit and risk‑management assessments, and conducts periodic or event‑driven reviews. Fees are charged on an hourly basis ($175/hour) or as flat bundled fees billed in advance rather than as a percentage‑of‑assets; PWM does not take custody of client assets or accept discretionary trading authority. Notable features highlighted in the brochure include specialized offerings such as a L.I.F.E. Loan System and financial institution and mortgage stress tests, and a prior practice as a virtual financial coach, reflecting an emphasis on education and analytical reviews beyond routine portfolio management. The managing member also operates an affiliated insurance business (approximately 50% of his time), a relationship the firm discloses as a potential conflict of interest and says is mitigated by its fiduciary obligations and client choice.

To learn more about the advisors currently working at Plancorr Wealth Management, 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.