A complete list of active advisors currently associated with Plandeavor

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

Plandeavor provides discretionary asset management, ongoing comprehensive financial planning (not available to Washington clients), and consultation services to individuals, high net worth individuals, business entities, trusts and estates. As of December 31, 2025, the firm reported approximately $2.8 million in discretionary assets across a small number of client relationships. The firm’s investment process blends quantitative analysis, Modern Portfolio Theory and strategic asset allocation with a primarily passive/indexing orientation, implementing direct indexing and ETFs and using tax-loss harvesting tools where appropriate. Direct indexing and certain portfolio implementations are executed through third‑party custodial platforms, and Plandeavor requires clients to custody assets at Altruist Financial LLC or Charles Schwab; the firm may also hire Sub‑Advisors to manage all or portions of client accounts under its discretionary authority. Noteworthy features include a structured, continuous financial planning service that uses a Complexity Questionnaire and preliminary educational conversations to generate an objective scope estimate and guide engagement decisions, with ongoing quarterly reviews and coordination with other professionals. The firm discloses potential conflicts from selecting Sub‑Advisors with varying fee schedules and notes mitigation through disclosure and fiduciary duties; it also discloses operational practices such as not aggregating trades and not voting client proxies.

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