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

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

Action Financial Planning LLC provides fee-only financial planning and non‑discretionary investment advisory services to individuals and families, and also works with charitable organizations, small businesses and employer‑sponsored retirement plans. The firm offers comprehensive and targeted planning, implementation support, and pension consulting for plan sponsors while acting as a fiduciary and not taking custody of client assets. AFP’s advice is grounded in a long‑term, evidence‑based approach that emphasizes broad diversification, low‑cost index funds, tax efficiency and a written investment policy statement tailored to client circumstances. Recommendations are non‑discretionary and implemented by clients at custodians they choose, with onboarding, ongoing checkups, and coordination with outside professionals delivered through a secure client portal and mobile app. Compared with most independent solo advisers, AFP’s mix of clients and services is atypical: it expressly serves charitable and corporate clients and provides pension consulting and fiduciary education, yet does not manage assets or charge percentage‑of‑AUM fees. The firm uses flat‑fee, subscription and hourly engagement structures, discloses annual inflation adjustments tied to CPI‑U, and states it does not accept commissions or other third‑party compensation.

To learn more about the advisors currently working at Action 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.