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

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

Prominent Financial Planning LLC is a fee-only, solo advisory that works with individual clients and families on comprehensive financial planning and portfolio management. Services described in the brochure include ongoing comprehensive planning with discretionary supervision of retirement and education accounts, as well as limited-scope and hourly financial consultations. The firm applies Modern Portfolio Theory to build diversified portfolios using low-cost index mutual funds and ETFs where available, documents client objectives in written investment policy forms, and monitors accounts on an annual or more frequent basis as conditions dictate. Prominent Financial Planning does not provide analysis or recommendations on individual stocks or non-public REITs and notes its role is limited to investment selection, asset allocation, and implementation support alongside referrals to outside professionals when needed. A distinguishing feature in the brochure is the firm’s reliance on fixed onboarding and recurring planning fees and hourly or limited-scope consulting rather than a pure percentage-of-assets model used by many peers, and it states it may negotiate or waive planning fees if clients implement plans with the firm. The advisor also emphasizes a fee-only structure with no external compensation for product sales, does not act as custodian, and operates as a single-owner practitioner providing direct, ongoing access to the same advisor.

To learn more about the advisors currently working at Prominent 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.