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

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

Stinson Financial Planning provides financial planning and investment advisory and portfolio management services to individuals and families who are in a financial position to afford the firm’s typical annual fees. The firm provides regular in‑person updates, uses Schwab Advisor Services for custody and execution, and gives clients continuous account access via the Schwab/AdvisorClient portal. The firm’s investment approach emphasizes appropriate asset allocation and typically implements portfolios using mutual funds, monitoring each holding against its benchmark and making adjustments as needed. Fees are negotiated with each client and billed semiannually in arrears rather than charged as a percentage of assets; the firm generally exercises discretionary trading authority but will agree to non‑discretionary relationships on request. The brochure discloses a prior regulatory examination that identified compliance deficiencies (expired client agreements, fee and brochure delivery issues, and improper handling of account access) that were remediated through new agreements, returned fees and a consent order with a $5,000 civil penalty. The advisor also devotes substantial time to other business activities, including management of investment real estate and bookkeeping, and the combination of a negotiated‑fee model and a focused client base distinguishes its operating profile from many peers.

To learn more about the advisors currently working at Stinson 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.