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

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

T. Fenn Financial Planning, LLC is a single-advisor independent registered investment adviser serving roughly 60 clients. The firm offers financial planning and advisory services rather than acting as a discretionary portfolio manager for individual accounts. The firm’s practice emphasizes planning and client consulting as described in its Form ADV, rather than ongoing portfolio management; it does not provide portfolio management for individual clients. Its compensation approach also departs from the common percentage-of-assets-under-management model and does not include percentage-of-AUM fees (see Item 5 of the brochure for fee arrangements). As a solo practitioner with no additional staff, the firm’s combination of a planning-focused practice and non-AUM fee arrangements is uncommon among independent advisers, where discretionary portfolio management and AUM fees are more typical. The ADV includes the usual sections on brokerage practices, custody, and conflicts of interest, but the absence of individual portfolio management and AUM-based fees positions the firm toward consultative planning relationships.

To learn more about the advisors currently working at T. Fenn 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.