Progressive Financial Planning Services Inc.

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Client assets under management

Clients

Advisors

of 6 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

Very Low

Average account size

—

About

Progressive Financial Planning Services, Inc. provides financial planning and investment advice primarily to individual clients, including both high‑net‑worth and non‑high‑net‑worth individuals, and also offers segmented or corporate financial plans. Although the firm is listed in an investment-manager category, its Form ADV discloses no discretionary accounts or assets under management and emphasizes consultative planning over portfolio custody or discretionary management.

The firm delivers advice through consultations and written financial plans, drawing on both fundamental and technical analysis, with clients retaining final decision‑making authority and custodianship of assets. Fees for advisory and planning engagements are billed on an hourly basis rather than as a percentage of assets, and the firm does not accept performance‑based fees.

A distinctive feature disclosed in the brochure is that several supervised persons are also registered representatives of LPL Financial and are licensed to sell insurance, and the firm notes these affiliations may give rise to recommendations that generate commissions or insurance compensation. The combination of broker‑dealer and insurance activity, an hourly fee model, explicit non‑discretionary practice, and the absence of reported AUM differentiates the firm from many peers that typically manage assets on a discretionary, percentage‑of‑AUM basis.

Client services

Financial planning

Expertise

General retirement planning General tax planning Cash flow / budgeting College savings (529s, UTMA, etc.)

Fee options

Project-based

$100.00 - $400.00 per hour

Other

Fee-only: Hourly fee between $100.00 and $400.00 per hour, fees negotiable and may be waived at firm's discretion

Main office location

Progressive Financial Planning Services Inc.

Melville NY, United States

Number of offices

Most active in

Florida · New York

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Is not active or affiliated with:

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website 800-895-6076

Advisors at this firm

Michael G

CFP®, Series 63

Boca Raton, FL

Progressive Financial Planning Services Inc.

Michael Godfrey is a CFP® with 27 years of experience in the financial industry. He is currently with LPL Financial and has previously worked at Cadaret, Grant & Co., Inc. and Progressive Financial Planning Services Inc. He maintains involvement with Progressive Financial Planning Services Inc., a registered investment advisor hybrid. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team and a broad platform accommodating customized advisory and brokerage needs.

General retirement planning General tax planning Cash flow / budgeting College savings (529s, UTMA, etc.)

Anthony D

Series 63, Series 66

Melville, NY

Progressive Financial Planning Services Inc.

Anthony Della Rocca is a financial advisor with Progressive Financial Planning Services Inc. and holds Series 63 and Series 66 licenses. He has nine years of industry experience, including roles at LPL Financial and Cadaret, Grant & Co., Inc. Outside of finance, he owns Taylors Woodshop, a woodworking business. Progressive Financial Planning Services Inc. is an investment management firm based in Melville, NY, serving clients through a team of four advisors.

General retirement planning General tax planning Cash flow / budgeting College savings (529s, UTMA, etc.)

Michael T

Series 63

Melville, NY

Progressive Financial Planning Services Inc.

Michael Triebwasser is a financial advisor with Progressive Financial Planning Services Inc. in Melville, NY, holding a Series 63 designation and 27 years of industry experience. His prior roles include positions at LPL Financial, Cadaret, Grant & Co., Inc., MML Investors Services, and Mass Mutual Life Insurance Company. Progressive Financial Planning Services Inc. operates as an independent investment advisor firm serving clients with personalized financial planning and consulting services.

General retirement planning General tax planning Cash flow / budgeting College savings (529s, UTMA, etc.)

William B

CFP®, Series 63, Series 65

Boca Raton, FL

Progressive Financial Planning Services Inc.

William Bulmer is a CFP® professional with 31 years of experience in the financial industry. He is currently with Progressive Financial Planning Services Inc. and has previously worked at LPL Financial and Cadaret, Grant & Co., Inc. Progressive Financial Planning Services Inc. is an independent investment advisor firm that provides financial planning and consulting services. The firm serves clients through a personalized approach and operates with a small team of four advisors.

General retirement planning General tax planning Cash flow / budgeting College savings (529s, UTMA, etc.)

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