A complete list of active advisors currently associated with Thoughtful Financial Planning, LLC
Warmer can help you find a great advisor at Thoughtful Financial Planning, LLC or one who fits your needs even better.
The firm provides financial planning and investment management primarily to individual clients through an ongoing consulting service and shorter project-based engagements. It is a fee-only, independent practice run by a single advisor and does not sell commissioned insurance or annuity products nor act as custodian for client assets. The firm follows a Modern Portfolio/Efficient Market approach, building asset-allocation based portfolios with periodic rebalancing and written investment policy documentation; investment recommendations are provided but the advisor operates on a non-discretionary basis, obtaining client approval before executing trades. Clients receive written plans, regular reviews and access by phone or email, and the advisor does not employ third‑party money managers for portfolio implementation. What is notable about this firm is its primarily non‑discretionary asset base — the practice reports essentially all assets as non‑discretionary, which is uncommon among independents — and its small, boutique scale (about 20 clients). The firm also combines a negotiable, AUM‑based monthly planning/management fee model with tiered project‑based flat‑fee and hourly offerings, operates as a CFP‑credentialed, fee‑only sole practitioner, and discloses no external compensation from third‑party referrals.
To learn more about the advisors currently working at Thoughtful 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 |
|---|---|---|
Minneapolis, MN
| 12
|
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