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 is a small, fee‑only independent advisory firm that serves individuals and high‑net‑worth clients with comprehensive financial planning, investment management, financial coaching, and educational seminars or speaking engagements. Clients receive a written financial plan early in the engagement and the firm coordinates with third‑party professionals (attorneys, accountants, tax advisors, insurance agents) when appropriate. The firm’s investment process emphasizes asset allocation informed by Modern Portfolio Theory and a blend of passive and active strategies, with securities selected using fundamental analysis and fund/ETF evaluation. It can manage accounts on a discretionary basis, employs outside managers and third‑party platforms (including Betterment Advisor Solutions) for some portfolios, and provides ongoing monitoring and periodic reviews tied to clients’ objectives and risk tolerances. Distinctive operational features include offering public and organizational seminars and financial coaching—services that are less common among peers—and a billing approach that does not rely on traditional percentage‑of‑assets fees, instead using fixed, project, or hourly arrangements. The firm is recently established, operates strictly on a fee‑only basis without commission compensation, and generally works with clients who establish custody at its recommended custodians.

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.