A complete list of active advisors currently associated with Under Par Planning LLC

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

Under Par Planning LLC is a state-registered advisory firm that serves individuals, high-net-worth clients, retirement plan sponsors, and small business owners. The two-advisor firm manages approximately $33 million for about 75 clients and provides ongoing comprehensive financial planning with discretionary investment management, limited-term planning engagements, hourly planning, and retirement plan consulting. The firm emphasizes a long-term, strategic asset-allocation approach, typically constructing diversified portfolios using ETFs, mutual funds, and individual securities when appropriate, and it applies tax-aware implementation such as asset location, tax-loss harvesting, and direct indexing or third‑party managed strategies when suitable. Portfolios are managed on a discretionary basis with ongoing monitoring, periodic rebalancing, and coordination with other professional advisors as needed. Noteworthy distinctions include a focus on retirement-plan services that encompass participant education and the potential delivery of seminars or workshops for plan sponsors and participants, a service offering that is less common among similar firms. UPP also discloses the use of custodial platforms that provide operational and technology support — including participation in a technology reimbursement program and absorption of certain platform charges — and describes how it evaluates those economic benefits when recommending custodians.

To learn more about the advisors currently working at Under Par 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.