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

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

Stellar Financial Planning is a fee-only financial planning and wealth management firm that serves individual and high‑net‑worth clients. The firm manages about $10.37 million in discretionary assets and provides financial planning and portfolio management, typically operating under limited power of attorney for discretionary trading. The firm tailors strategies to each client's goals and values, combining bottom‑up and top‑down security selection, early use of broadly diversified mutual funds, and later selective purchase of individual equities with a contrarian/value orientation. New clients complete detailed questionnaires and extended education, and the firm emphasizes gradual portfolio building and generally infrequent trading. The brochure discloses a 2018 Consent Order with the California Department of Business Oversight for accessing client accounts, which the firm describes as an administrative error, has ceased the practice, and paid a $2,000 fine; such a disclosure is uncommon among peers. The firm also states that its principals invest alongside clients and maintains a very small client base with intensive early engagement, resulting in comparatively concentrated client relationships.

To learn more about the advisors currently working at Stellar 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.