A complete list of active advisors currently associated with Primas Financial Planning

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

Primas Financial Planning is a small, independent, fee-only advisory firm that provides comprehensive financial planning to individual clients. Services include written financial plans, ongoing subscription planning with regular meetings, hourly engagements, educational seminars for groups, and optional personal tax return preparation coordinated with a third‑party tax firm. The firm takes a holistic planning approach that addresses cash flow, retirement, estate, insurance, college funding, and tax issues, and it applies Modern Portfolio Theory when conducting investment analyses as part of a client’s plan. It does not take custody of client assets or provide discretionary portfolio management; clients implement any investment recommendations through custodians of their choice while the adviser monitors and reviews plans on an ongoing basis. Distinctive aspects of the firm include its explicit lack of portfolio management services and absence of percentage‑of‑AUM fees, with no advisory assets reported, relying instead on fixed monthly, hourly, and seminar fees. The firm also offers occasional or pro‑bono educational seminars and integrates tax‑return preparation into its ongoing planning service, and its adviser holds professional credentials including CFP, ChFC, and Enrolled Agent.

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