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

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

Stargazer Financial Planning provides fee-only, advice-only financial planning on an hourly, on-demand basis to individuals, families and small-business owners, offering financial education, specialized problem-focused planning, and comprehensive written financial plans. Services address investment planning, tax and insurance planning, benefits analysis, net worth tracking, and estate planning. The firm follows a passive, indexing-oriented investment approach that favors low-cost mutual funds and ETFs, emphasizes investor behavior and asset allocation, and engages in trading infrequently—typically only for changes in client circumstances or tax opportunities. Stargazer does not take custody of client assets or exercise investment discretion, so clients retain control over implementation of recommendations and must request follow-up reviews. Noteworthy features include an explicit hourly, advice-only model instead of percentage-of-AUM billing, a stated refusal of third-party compensation and nonparticipation in wrap fee programs, and reliance on financial periodicals and website research as part of its investment evaluation. The planner’s background in institutional operations and derivatives is highlighted as informing a retail-focused emphasis on financial education, and the firm generally does not perform ongoing account monitoring unless engaged to do so.

To learn more about the advisors currently working at Stargazer 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.