A complete list of active advisors currently associated with Professional Planning & Wealth

Warmer can help you find a great advisor at Professional Planning & Wealth or one who fits your needs even better.

Professional Planning & Wealth is an SEC‑registered investment adviser that states it will serve individuals, high‑net‑worth families, estates, trusts, retirement and pension plans, corporations, and charitable foundations. The firm offers discretionary investment management, written financial planning and consulting services, and provides retirement plan fiduciary and pension‑plan consulting as part of its service menu. The brochure describes an investment approach that blends fundamental, quantitative and technical analysis with strategic and tactical asset allocation, and notes the use of model portfolios and third‑party money managers when appropriate. The firm retains discretionary trading authority, may recommend alternative investments or maintain cash allocations as part of its strategies, and offers written plans supported by third‑party planning software and reporting tools. Noteworthy items in the brochure include a fixed‑fee financial planning arrangement and an explicit process for selecting and integrating third‑party advisers and model managers—features that are relatively uncommon for firms in this regulatory category. The firm also discloses plans to engage promoters under the SEC’s Marketing Rule (with required disclosure of referral arrangements), uses third‑party technology for reporting and fee calculation, does not accept performance‑based fees, and currently reports no regulatory assets under management or active advisors.

To learn more about the advisors currently working at Professional Planning & Wealth, 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.