A complete list of active advisors currently associated with WealthMap Planning

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

WealthMap Planning is a fee-only advisory firm that provides financial planning services to individuals and high‑net‑worth clients through a 12‑month engagement that produces a written comprehensive financial plan and offers optional estate‑planning and year‑end tax planning components. The firm does not take custody of client funds or provide discretionary investment management. In the investment recommendations that accompany its planning work, the firm uses Modern Portfolio Theory and an asset‑allocation approach that favors passive mutual funds and ETFs, and it advises clients on custodians and implementation choices rather than executing trades on client accounts. WMP does not charge performance‑based fees and does not participate in soft‑dollar arrangements. Notable differences from many peers in the investment‑manager category include its reliance on flat‑fee planning and hourly billing for ongoing support rather than the more common percentage‑of‑AUM fee model, and its disclosure of zero discretionary and non‑discretionary assets under management at the time of filing. The firm is newly formed, operates with a single principal who maintains substantial outside corporate finance employment, and partners with a third party to facilitate standard estate document preparation while not providing legal advice.

To learn more about the advisors currently working at WealthMap Planning, 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.