A complete list of active advisors currently associated with Stride Financial Planning
Warmer can help you find a great advisor at Stride Financial Planning or one who fits your needs even better.
Stride Financial Planning LLC provides fee-only financial planning to individual clients, including high-net-worth individuals, through written comprehensive plans and ongoing engagements that address cash flow, retirement, estate planning, insurance, tax strategies, and education funding. The firm does not provide portfolio management or custody of client assets. In its planning work the firm uses fundamental analysis and Modern Portfolio Theory to inform investment recommendations and generally favors passive, low-cost mutual funds and ETFs when suggesting asset allocations. Although it offers investment analysis and implementation guidance, the firm does not exercise investment discretion or execute trades on clients’ behalf. Unlike most peers, Stride does not charge percentage-of-assets-under-management fees and reported zero discretionary and non‑discretionary assets under management as of February 2026, reflecting a primary focus on planning rather than asset management. The firm also coordinates with third‑party professionals (attorneys, tax and insurance advisors) as part of ongoing engagements and documents its fiduciary duty and code of ethics in its advisory materials.
To learn more about the advisors currently working at Stride 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.
Name |
Location |
Years of experience |
|---|---|---|
Madera, CA
| 3
|
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