A complete list of active advisors currently associated with T.C. Schwab Financial Planning, LLC

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

T.C. Schwab Financial Planning, LLC provides hourly, fee‑only financial planning and investment advice to individual clients, families, trusts, estates and small business entities. The firm operates as a solo CFP®‑credentialed practitioner and maintains a fiduciary relationship with each client. The firm’s advice emphasizes long‑term asset allocation, broad global diversification, and use of low‑cost mutual funds and exchange‑traded funds, with a generally buy‑and‑hold orientation suited to investment horizons of ten years or more. Rather than managing or custodianing client assets, the advisor prepares strategies and implementation plans for self‑directed clients or assists clients who engage third‑party money managers. Compared with many independent advisers, the firm does not provide portfolio management or accept percentage‑of‑assets (AUM) fees—compensation is strictly hourly and the firm does not accept commissions or third‑party payments. Although it serves a small number of clients, the brochure estimates approximately $96 million in client assets under advisement across about 51 households, and the firm routinely recommends discount custodians (e.g., Vanguard, Fidelity, Charles Schwab) while declining referral or revenue arrangements with outside providers.

To learn more about the advisors currently working at T.C. Schwab 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.