A complete list of active advisors currently associated with Real World Financial Planning, LLC

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

Real World Financial Planning serves individual clients, families, trusts and estates with fee-only financial planning and investment advice delivered primarily on a project or hourly basis. The firm offers a set of scoped engagements (early-career checkups, mid-career planning, portfolio reviews, retirement planning and customized projects) and estimates fees for those fixed-fee or hourly engagements rather than relying on ongoing asset-based billing. Its investment advice emphasizes globally diversified, passive strategies using low-cost index funds and ETFs, with attention to tax-efficient asset location, rebalancing and retirement withdrawal sequencing. The firm provides investment recommendations and planning guidance but does not exercise discretionary portfolio management or custody client assets; clients maintain their own accounts at qualified custodians and implement trades through their chosen providers. Compared with peers, Real World Financial Planning is notable for serving a relatively large client base per advisor while operating without percentage-of-AUM billing or ongoing portfolio management, a combination that is uncommon among supported firms. The firm follows a fiduciary, fee-only model (no commissions, no 12b‑1 or performance fees), structures work as finite projects or hourly engagements, and focuses on planning-forward, implementation-by-client arrangements.

To learn more about the advisors currently working at Real World 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.

Name	Location	Years of experience
Linda Gillespie	Chestnut Hill, MA	7

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