A complete list of active advisors currently associated with Stanford Wealth Planning LLC

Warmer can help you find a great advisor at Stanford Wealth Planning LLC or one who fits your needs even better.

Stanford Wealth Planning provides retirement plan consulting to employer plan sponsors and also offers investment management and financial planning services for institutional and individual clients. Its brochure describes continuous investment advice for plan sponsors as well as written financial plans and project-based planning for individuals and families. The firm states it implements portfolios using Modern Portfolio Theory, blending passive and active funds and, when requested, incorporating ESG or values-based screening; emphasis is placed on asset allocation, fund and ETF selection, and ongoing monitoring. For retirement plans the firm lists services such as investment policy statement design, investment review and recommendations, fee analysis, participant education, and vendor searches, and it integrates client-facing tools such as scenario modeling, behavioral coaching, and a secure digital dashboard to support implementation. What is distinctive compared with many peers is the firm’s explicit retirement-plan consulting and ERISA fiduciary role alongside retail-facing planning and behavioral-finance programs. Combining plan-level fiduciary consulting (including ERISA-regulated plan services) with services like Foundations planning, Money Mastery coaching, and one-page roadmaps is an operational mix that is uncommon for firms in this investment-manager category.

To learn more about the advisors currently working at Stanford Wealth 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
Brooke Stanford	Ponte Vedra Beach, FL	7

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