A complete list of active advisors currently associated with Present Day Financial Planning, LLC

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

Present Day Financial Planning provides fee-only investment management and financial planning services to individuals, high-net-worth clients, charitable organizations, and businesses. The firm offers both ongoing and project-based financial planning engagements and manages individual portfolios on a discretionary basis. The adviser builds client-specific investment policies and asset-allocation plans, drawing on modern portfolio theory and a mix of passive and active funds to align portfolios with clients’ risk tolerances and goals. It implements strategies using third‑party model and custodial platforms (including Betterment, Altruist, and Schwab model marketplaces) and may recommend or select outside managers or model portfolios as part of portfolio construction while accommodating reasonable client-imposed restrictions. Noteworthy for a newly registered, fee-only firm, Present Day charges a combination of hourly and fixed project fees in addition to ongoing planning arrangements, and explicitly documents the selection of other advisers without sharing in those advisers’ fees. The firm also states it does not act as an adviser to private funds and does not take custody of client assets, relying on qualified custodians for account holding and execution.

To learn more about the advisors currently working at Present Day 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.

Name	Location	Years of experience
Johnny Williams	Charlotte, NC	21

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