A complete list of active advisors currently associated with Cloudsplitter Financial Planning, LLC
Warmer can help you find a great advisor at Cloudsplitter Financial Planning, LLC or one who fits your needs even better.
Cloudsplitter Financial Planning, LLC is a fee-only financial planning and investment advisory firm that states its primary client base as individuals and high‑net‑worth individuals. The firm offers comprehensive services including financial planning, portfolio management, retirement and education planning, estate and charitable‑giving planning, tax planning, and insurance reviews, and it says it does not sell commissioned products. The firm describes a values‑based planning process that begins with conversations about clients’ goals and risk tolerance and favors diversified, tax‑aware portfolios built with low‑cost passive ETFs, supplemented by individual or municipal bonds where appropriate. Cloudsplitter monitors accounts on an ongoing basis, conducts at least annual plan reviews, and coordinates work with clients’ accountants, attorneys and insurance agents. Noteworthy details in the brochure include that the firm is newly formed as a single‑advisor, fee‑only advisory and currently reports zero discretionary and non‑discretionary AUM and no clients. The brochure also emphasizes charitable‑giving and estate planning as core offerings, an explicit role in participating in meetings with clients’ insurance agents (while not selling insurance), and use of a custodial platform relationship for trade execution and research.
To learn more about the advisors currently working at Cloudsplitter 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.
Name |
Location |
Years of experience |
|---|---|---|
Cincinnati, OH
| 7
|
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