A complete list of active advisors currently associated with Stkeros Financial Planning, LLC

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

STKeros Financial Planning, LLC provides fee-only financial planning and investment-related advice to individuals, families, and small businesses, including high-net-worth clients, delivered primarily through hourly engagements. The firm also offers tax preparation and fixed-fee educational lectures and workshops for groups such as medical colleges and hospitals. STK Planning follows a passive, Modern Portfolio Theory–based approach, favoring low-cost index mutual funds and ETFs across a small number of broad asset classes with periodic rebalancing; investment recommendations are non-discretionary and implemented at the client’s direction. Financial planning engagements are individualized and can address retirement and estate planning, cash flow and debt, insurance needs, tax planning, and portfolio design, with account reviews initiated by clients. Noteworthy aspects include the firm’s combination of solo, fee-only advice with formal tax-preparation services and group educational programming—services that are uncommon among peers—and a principal whose background includes an MD, PhD, clinical practice in pediatric neurology, and an Enrolled Agent designation. The firm does not use percentage-of-assets (AUM) fee arrangements or custody-based management and, despite operating without ongoing AUM-based oversight, has provided investment recommendations covering a substantial aggregate of client securities; all services are delivered by the single principal without a named successor.

To learn more about the advisors currently working at Stkeros 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.