A complete list of active advisors currently associated with Strategic Investment Planning LLC

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

Strategic Investment Planning LLC provides investment advisory services primarily to pooled investment vehicles and institutional accounts and also offers financial planning and consulting. Portfolios may be constructed from no‑load mutual funds, exchange‑traded funds, individual stocks and bonds, certificates of deposit and alternative investments, and the firm refers client assets to other registered investment advisers for management when appropriate. The firm’s investment process is grounded in fundamental analysis and a preference for simple, low‑cost, diversified strategies, while it may recommend specific securities in certain situations. Advisory services are typically delivered on an intermittent basis rather than as continuous day‑to‑day management, and the firm may accept written discretionary authority when agreed with a client or vehicle. What is distinctive for this firm is its affiliation with a certified public accounting practice — the principal is a CPA and the firm has an accounting‑firm affiliation, which is uncommon among investment managers. The firm also engages in selection of other advisers through a written arrangement with a named third‑party registered investment adviser and receives a portion of fees from such referrals, and it uses non‑AUM billing models (fixed planning fees and hourly billing) in addition to percentage‑of‑AUM fees.

To learn more about the advisors currently working at Strategic Investment 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
James Russell	West Hartford, CT	15

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence. Show more

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation. Show more

We review transparently

Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you. Show more

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you.

Our ongoing support