A complete list of active advisors currently associated with Applied Financial Planning, Inc.

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

Applied Financial Planning, Inc. is a registered investment adviser that provides tax preparation and tax planning services to individuals, financial institutions, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. Engagements typically conclude with delivery of a written tax analysis or filing of a tax return and do not include implementation of investment recommendations. The firm’s tax planning work emphasizes tax-efficiency and long-term investment considerations from a tax perspective, including timing of income, retirement-plan contribution strategies, tax gain–loss harvesting, and asset-allocation guidance intended to minimize tax drag. Services are billed on fixed-fee or hourly bases rather than on a percentage of assets under management, and the firm does not take custody of or manage client investment accounts. Distinctive features disclosed in the brochure include an affiliation with a broker-dealer and an investment-advisory platform through which associated personnel may offer securities and advisory accounts; clients who choose to implement recommendations through those channels may generate commissions or advisory fees. These structural elements — affiliation with brokerage/advisory platforms, non-AUM billing, and a practice focused solely on tax planning without in‑house asset management — make the firm atypical compared with most firms categorized as investment managers.

To learn more about the advisors currently working at Applied Financial Planning, Inc., 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.