A complete list of active advisors currently associated with Rising Tides Financial Planning LLC
Warmer can help you find a great advisor at Rising Tides Financial Planning LLC or one who fits your needs even better.
Rising Tides Financial Planning LLC provides fee‑only financial planning to a very small client base that the brochure identifies as high‑net‑worth individuals, federal government employees, and military service members. The firm offers comprehensive planning across retirement, tax, estate, cash‑flow, insurance, and business planning, and does not act as custodian or accept asset custody for clients. When making securities recommendations as part of a financial plan, the firm describes using fundamental analysis, modern portfolio theory, and a mix of passive and active strategies to inform asset allocation and fund selection. Engagements are ongoing and collaborative, with client‑directed implementation and at least semi‑annual plan reviews documented by the firm. Noteworthy for an independent, single‑advisor firm, Rising Tides does not provide portfolio management or discretionary trading and does not charge percentage‑of‑assets fees; instead it bills fixed initial and recurring planning fees and is compensated only by clients. The brochure also highlights a focused client cohort (federal and military personnel) and a very small practice size, which may result in a more narrowly targeted service model compared with peers.
To learn more about the advisors currently working at Rising Tides 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 |
|---|---|---|
Alexandria, VA
| 1
|
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