A complete list of active advisors currently associated with ACT 2 Planning

Warmer can help you find a great advisor at ACT 2 Planning or one who fits your needs even better.

Act 2 Planning LLC provides fee‑only, project‑based financial planning and consulting to a broad mix of clients, including individuals as well as institutional entities such as pooled investment vehicles, pension and profit‑sharing plans, and investment companies. Engagements are limited‑scope, one‑time projects that can address retirement planning and distribution strategies, tax and estate planning, business planning, cash‑flow and debt management, insurance review, and investment analysis. The firm does not offer ongoing discretionary investment management or custody services; instead it delivers written financial plans and implementation recommendations and charges fixed fees rather than the percentage‑of‑assets model common among investment managers. Investment guidance is built around asset allocation and modern portfolio theory, typically favoring passive/index funds and ETFs, with cyclical analysis used as an adjunct; clients are expected to implement recommendations through their chosen custodians. Noteworthy for a firm in the investment‑manager category, Act 2 Planning both lacks AUM‑based fees and does not manage or hold client assets, a structure that diverges from the norm for similarly categorized firms. The practice is newly established and led by a CFP‑certified principal with long prior advanced‑planning experience at a large financial services firm, which corresponds with its emphasis on advisory planning work for both individual and institutional clients rather than traditional discretionary asset management.

To learn more about the advisors currently working at ACT 2 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.