A complete list of active advisors currently associated with Variplan, LLC

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

Variplan, LLC provides integrated financial planning and non‑discretionary investment advisory services to individuals and trusts through its proprietary Vantage™ annual engagement package. The firm also accepts occasional customized analytic or consulting engagements billed hourly or for a fixed fee. Investment advice under Vantage is driven by quantitative methods — including two‑variable Monte Carlo simulation, mean‑variance optimization, regression and other statistical techniques — and emphasizes diversified, low‑cost index and ETF strategies, tax efficiency and periodic rebalancing. Reviews occur at the client‑selected frequency (typically one or two times per year) and the firm adjusts plans and portfolios in response to changes in client circumstances and the investment environment. Compared with many independent advisors, Variplan does not charge fees based on a percentage of assets; it uses fixed annual engagement fees (with a one‑time initiation fee) and stated hourly rates, all quoted in advance. The firm also offers an optional Vantage Account Management Assistance Program (VAMAP) to assist with directing trades for Charles Schwab‑custodied accounts under a limited power of attorney, while expressly declining to accept custody or exercise discretionary trading authority.

To learn more about the advisors currently working at Variplan, 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.