A complete list of active advisors currently associated with TJW Fiduciary Plan Consultants, LLC

Warmer can help you find a great advisor at TJW Fiduciary Plan Consultants, LLC or one who fits your needs even better.

The firm provides financial planning and discretionary portfolio management to individual clients and also advises retirement plans, including 401(k), 403(b), pension and profit‑sharing plans. Offerings include individual asset management, participant‑level advisory services, plan‑level consulting and fiduciary services in both limited 3(21) and full discretionary 3(38) roles, and the firm sponsors a wrap‑fee program. Its investment process emphasizes asset allocation and modern portfolio theory, with fund evaluation and ongoing monitoring to align portfolios with client goals and risk tolerance, and it commonly manages individual accounts on a discretionary basis. For plan sponsors the firm assists with vendor RFPs and monitoring, prepares periodic investment reports, runs participant education and enrollment meetings, and can assume responsibility for selecting and replacing plan investment options when engaged as an investment manager. Distinctive features for a solo independent adviser include sponsoring a wrap fee program and actively serving institutional and pension clients—services that are statistically uncommon among similar firms. The firm’s principal also operates an insurance practice that generates more than 25% of revenue (a disclosed conflict of interest), the firm offers educational seminars at no charge, and the lead adviser holds the AIFA credential, indicating a focus on fiduciary standards.

To learn more about the advisors currently working at TJW Fiduciary Plan Consultants, 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.