A complete list of active advisors currently associated with The Financial Planning Co.

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

The Financial Planning Co. serves mainly individual clients, including high‑net‑worth households, and also works with employer plan sponsors and other business or institutional clients. The firm provides discretionary portfolio management, comprehensive financial planning (one‑time and ongoing retainer models), employee benefit plan advisory, and educational speaking engagements. The firm’s investment approach emphasizes passive portfolio construction using low‑cost index mutual funds and ETFs guided by client‑specific investment policy statements, with discretionary rebalancing and the option to recommend outside managers when appropriate. It relies on digital custodial and execution platforms (including Betterment Institutional and Altruist/Apex) and describes passive management as its primary method while acknowledging it may employ active strategies in certain scenarios. Distinctive features disclosed in the brochure include its small, supported structure (two advisors, roughly $29 million in AUM across about 91 clients) and the principal’s significant outside W‑2 employment at a large corporation (reported as taking approximately 60% of weekly hours), which may affect advisor availability. The firm also highlights ongoing retainer‑based comprehensive planning and employee benefit plan services, does not offer performance‑based or wrap‑fee programs, and generally relies on custodian statements rather than producing its own written investment reports for managed accounts.

To learn more about the advisors currently working at The Financial Planning Co., 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.