A complete list of active advisors currently associated with The Planning Associates, Inc.
Warmer can help you find a great advisor at The Planning Associates, Inc. or one who fits your needs even better.
The Planning Associates provides fee‑only, fiduciary financial planning and investment advisory services to individuals and a range of institutional clients, including pension and profit‑sharing plans, trusts, estates, charitable organizations, and business entities. In addition to ongoing asset management, the firm offers project‑based and hourly planning engagements and provides non‑investment services such as tax preparation and business accounting. The firm follows a long‑term investment philosophy and uses a blend of fundamental, technical, and cyclical analysis to construct and adjust portfolios, exercising discretionary authority to implement recommendations for accounts custodied at Charles Schwab. Clients receive regular reporting and at least quarterly reviews, and the adviser mixes assets‑under‑management services with one‑time and hourly engagements to match client needs. Noteworthy distinctions include an explicit focus on pension consulting for employer plans, a service less commonly offered by similar independent advisers, and a practice structure in which a CFP‑credentialed principal serves as the sole investment decision‑maker rather than an investment committee. The firm emphasizes a fee‑only compensation model intended to limit external compensation conflicts and combines institutional custody resources with individualized planning services.
To learn more about the advisors currently working at The Planning Associates, Inc., 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 |
|---|---|---|
Phoenix, AZ
| 28
|
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