A complete list of active advisors currently associated with RabbitPlans

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

RabbitPlans is a fee-only registered investment adviser that delivers project-based financial planning to individuals, high-net-worth clients, and businesses rather than ongoing portfolio management. The firm provides written, limited-scope engagements addressing topics such as business planning, cash flow and debt management, estate and tax planning, retirement projections, and investment analysis. When making investment recommendations as part of a plan, RabbitPlans may draw on both fundamental and technical analysis and may suggest a mix of passive and active vehicles, including socially conscious options when requested. Clients are responsible for implementing recommendations and selecting custodians; the firm does not exercise investment discretion or custody client assets. Distinctive features include the firm’s reliance on fixed-fee or hourly project engagements instead of percentage-of-assets-under-management fees, and its reporting of no assets under management or custody. The firm also does not accept commissions or third‑party sales compensation and is structured around a single principal-owner model, which differs from many peer investment-manager firms that typically manage client assets and charge AUM-based fees.

To learn more about the advisors currently working at RabbitPlans, 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.