A complete list of active advisors currently associated with Watershed Wealth Planning LLC

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

Watershed Wealth Planning serves individual and high-net-worth clients through a fee-only advisory model that emphasizes ongoing financial planning memberships, project-based flat-fee planning, and optional investment advisory services. The firm provides portfolio management primarily through third-party (outside) managers and custodial platforms, and covers comprehensive planning topics including retirement, tax strategies, employee benefits, and estate planning. The firm’s investment approach centers on goal-based financial planning and an asset-class, index-focused strategy that uses diversified index mutual funds, ETFs and institutional passive funds, with active outside managers used selectively. Investment management is frequently delivered on a non-discretionary basis and, for planning members, investment advisory services are often optional or coordinated with the client’s retainer, leaving final trading authority with clients more often than is typical for peers. As of December 31, 2025 the firm reported $31.17 million in assets under advisement, including $17.77 million non-discretionary versus $13.40 million discretionary—a predominance of non-discretionary assets that is uncommon among independent firms. The brochure also notes reliance on custodial/advisory platforms (including Betterment and AssetMark) that provide institutional fund access and practice-support services (and associated trading policies), and discloses the principal’s prior legal training as part of the firm’s background.

To learn more about the advisors currently working at Watershed Wealth 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.