A complete list of active advisors currently associated with Reel Financial Planning

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

Reel Financial Planning offers fee-only financial planning, project-based planning, and ongoing financial coaching to individuals and high-net-worth households, and may be engaged by organizations to provide coaching to members or employees. The firm delivers written or electronic financial plans and implementation recommendations but does not custody client assets or exercise trading authority. The firm’s work is centered on comprehensive, client‑tailored planning that integrates cash flow, tax, estate, and investment considerations; methods described in the brochure include fundamental analysis, Modern Portfolio Theory, and a mix of passive and active fund selection to achieve appropriate asset allocation. Engagement options include one‑time projects, ongoing planning with semi‑annual reviews, and a “One‑Page Financial Plan” coaching product supported by planning software such as Elements or RightCapital. Distinctive features relative to many peers include offering workshop or organizational coaching-style engagements and using hourly project billing and recurring fixed planning fees rather than percentage-of‑AUM charges. The firm also discloses the principal’s outside role as a tax preparer during tax season and identifies that relationship as a potential conflict that it intends to manage under its fiduciary obligations.

To learn more about the advisors currently working at Reel Financial Planning, 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.