A complete list of active advisors currently associated with Sprout Financial Planning, Llc

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

Sprout Financial Planning, LLC offers individualized financial planning and comprehensive portfolio management to individuals and high-net-worth clients. Services are provided either as a standalone financial plan or as part of ongoing portfolio management, with written or electronic plans and personalized investment recommendations where appropriate. The firm’s process begins with in-depth conversations to identify objectives, risk tolerance, and time horizon, and then implements tailored asset allocation and investment policy guidance using a mix of passive and active approaches, fundamental analysis, and Modern Portfolio Theory. Where suitable and authorized, Sprout may allocate to strategies such as managed futures or derivative instruments, allows reasonable client-imposed restrictions, and exercises discretion consistent with client objectives. Compared with peers in this regulatory category, Sprout discloses an affiliation with a separately operated tax preparation business (Sprout Tax, LLC), a relationship it identifies as a potential conflict of interest and addresses through disclosure and client choice. It also offers standalone financial planning for a fixed fee and includes planning at no additional cost for managed-account clients—features that are less common among similar firms—and does not advise private funds; the firm had not commenced managing client assets as of the brochure date.

To learn more about the advisors currently working at Sprout 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
Christopher Oxford	Scottsdale, AZ	1

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