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

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

The firm offers investment advisory and financial planning services to individuals and high‑net‑worth clients, providing asset management alongside project‑based “Starting Point” plans and ongoing “Journey” planning. Financial planning work covers goals, tax planning, asset allocation, retirement planning, insurance and real estate analysis, among other topics, with written plans provided to clients. Investment decisions draw on fundamental analysis and Modern Portfolio Theory and are implemented through long‑term strategies across stocks, bonds, mutual funds, ETFs and REITs (the brochure also discusses the risks of alternative investments). Accounts can be managed on a discretionary basis, are reviewed at least annually (with additional reviews triggered by client or market events), and clients may impose reasonable investment restrictions. Notable features include that the firm is newly registered in 2026 and reported no assets under management at the brochure date, and its principal holds CFP®, CIMA®, and Behavioral Financial Advisor credentials. The firm recommends custodians (Charles Schwab and Altruist), discloses that standing letters of authorization can create deemed custody in some cases, does not vote client proxies, and discloses that some associated persons are licensed insurance agents and that custodial support services from Schwab may create conflicts that are disclosed and managed.

To learn more about the advisors currently working at Vessel 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
Cole Williams	Plano, TX	9

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

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