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.

Name	Location	Years of experience
Todd Hoyt	Coronado, CA	0

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

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