A complete list of active advisors currently associated with Treesa Financial Planning, LLC

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

Treesa Financial Planning serves individuals and families regardless of income or net worth, providing fee‑only financial planning and investment consultation services including comprehensive financial plans, retirement projections, annual or periodic reviews, and limited‑scope power planning sessions. The firm offers investment recommendations and implementation assistance but does not provide ongoing management of investment accounts and does not accept custody of client funds. The firm’s investment analysis draws on technical, fundamental, and cyclical methods and typically favors a globally diversified, core‑and‑satellite approach that blends passive index holdings with active satellite positions; fund selection emphasizes factors such as investment philosophy, historical performance, cost, and manager depth. Recommendations are delivered for clients to implement with their chosen custodians, and compensation is structured through hourly and fixed fees rather than percentage‑of‑assets arrangements. Noteworthy for a solo independent adviser, Treesa explicitly avoids discretionary portfolio management and AUM‑based billing, and offers short, fixed‑scope offerings (a 45‑minute initial consultation and 90‑minute power planning sessions) alongside ongoing, non‑custodial support. The firm also provides paraplanning services to unaffiliated registered investment advisers for compensation, discloses that it receives no commissions or third‑party payments, and makes services available without minimum account, income, or net worth requirements.

To learn more about the advisors currently working at Treesa 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.