A complete list of active advisors currently associated with Portolan Financial Planning LLC

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

Portolan Financial Planning LLC provides personalized investment advisory services, comprehensive financial planning and bundled tax preparation to individuals (including high‑net‑worth clients), trusts, estates, charitable organizations, pensions and profit‑sharing plans, and small businesses. The firm also offers retirement plan consulting for employers and may accept limited hourly or project engagements. The adviser typically recommends long‑term allocations to no‑load mutual funds and emphasizes strategic asset allocation, periodic rebalancing, cost minimization and tax management. Portolan reports roughly $9.68 million in non‑discretionary assets under management, indicating that most client accounts are managed on a non‑discretionary basis — a configuration that is less common among independent advisers. Distinctive operational features include bundled tax preparation (not offered on a stand‑alone basis) and retirement plan consulting that can include plan manager selection and employee enrollment assistance, services that extend beyond typical retail advisory offerings. The firm’s brochure discloses a December 2025 consent order resolving past unregistered adviser activity in North Carolina, which was settled with a $2,500 civil penalty.

To learn more about the advisors currently working at Portolan Financial Planning 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.