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

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

Sunflower Financial Planning, LLC is an independent, single-advisor registered investment adviser founded in 2024 that provides investment management, wealth management, and financial planning to individuals and high net worth individuals. The firm builds portfolios primarily with low-cost, diversified mutual funds and ETFs, and it also advises on retirement account distributions and rollovers while referring to outside specialists when appropriate. The firm’s investment process emphasizes fundamental analysis and a long-term orientation, with tailored asset allocation, periodic rebalancing, and the option to retain legacy positions for tax or portfolio-fit reasons; accounts are generally managed on a discretionary basis but non-discretionary relationships are also maintained. Sunflower Financial may use third‑party managers and a sub‑advisory/wrap arrangement (including Betterment Advisor Solutions) for certain clients and discloses its ERISA/IRC fiduciary role when advising on retirement accounts. Noteworthy elements include a small client roster (about 20 clients) overseeing roughly $9.35 million in combined discretionary and non‑discretionary AUM, and leadership by a CFP® professional with prior senior roles at Fidelity, which informs the firm’s practice-management background. The firm also maintains institutional relationships with custodians (including Schwab) and provides ongoing financial‑planning monitoring as part of its wealth management service.

To learn more about the advisors currently working at Sunflower 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.