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

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

Accessible Financial Planning LLC is a state-registered investment adviser founded in 2024 that provides investment management and financial planning services. Although categorized as an investment manager that often serves pooled or institutional assets, the firm’s brochure also describes services for individuals and high‑net‑worth clients, including portfolio management, project-based planning, and an ongoing individualized financial program. The firm’s approach blends passive portfolio construction (using index mutual funds and ETFs) with fundamental analysis to establish asset allocation and security selection. It also works with third‑party sub‑advisers—assisting clients in selecting and monitoring those managers—and implements discretionary accounts with periodic reviews of client plans. What is distinctive for a firm of this size and category is its programmatic offering of educational seminars and workshops, its documented process for recommending and conducting due diligence on other advisers, and its availability of hourly and fixed‑fee planning engagements. The practice is small and recently established, led by a single CFP professional and currently reports no assets under management, which may affect its scale and operational resources compared with larger managers.

To learn more about the advisors currently working at Accessible 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.