A complete list of active advisors currently associated with Third Act Financial Planning LLC

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

Third Act Financial Planning LLC provides fee-only financial planning and discretionary investment management to individuals and high-net-worth clients, offering both ongoing and project-based planning alongside portfolio management for individual accounts. The firm also coordinates with third-party professionals (attorneys, accountants, tax advisors, insurance agents) at clients’ request but is not affiliated with or compensated by those third parties. The firm develops individualized investment policies and asset-allocation targets, employing both passive portfolio construction and active methods (including fundamental, technical, cyclical and charting analysis) and ongoing mutual fund/ETF monitoring. Clients may grant discretionary trading authority with the ability to impose written restrictions; the firm executes trades on an individual-account basis rather than through aggregated block trades and typically recommends Charles Schwab and Altruist as custodians. What distinguishes the firm is its recent formation and start-up status — it registered in 2026 and, at filing, reported no assets under management or clients — combined with an atypical founder background (a doctoral degree in a technical field and a recent certificate in personal financial planning). The adviser operates as a fee-only registered investment adviser that does not accept commissions, does not vote client proxies, and emphasizes tailored, planner-led engagements rather than relying on pooled or product-driven solutions.

To learn more about the advisors currently working at Third Act 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.

Name	Location	Years of experience
Steven Wells	Huntington Beach, CA	0

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