A complete list of active advisors currently associated with Seek the Plan

Warmer can help you find a great advisor at Seek the Plan or one who fits your needs even better.

The firm provides tailored financial planning and investment advice to individual clients, covering investment education, asset-allocation recommendations, and a range of non-investment planning topics such as tax optimization, cash-flow and budgeting analyses, credit and debt strategies, and estate/wealth-transfer considerations. It also offers financial education forums in the form of seminars and workshops for individuals, with attendees receiving the firm’s brochure when fees are charged. In developing recommendations the firm relies on fundamental analysis and generally favors a long-term investment perspective, but it does not trade client accounts or act as a discretionary portfolio manager; financial plans are prepared and delivered, and updates or ongoing oversight are available only if specifically requested. Clients implement investment recommendations through their chosen custodians and receive statements directly from those custodians rather than from the firm. Notably for a firm in the investment-manager category, the adviser emphasizes education and charges non‑AUM fees — including hourly, project-based and seminar fees — rather than relying on percentage-of-assets-under-management billing, and it does not hold custody of client assets. The adviser also reports involvement in external education and community roles, and it does not accept sales commissions or compensation from product sponsors.

To learn more about the advisors currently working at Seek the Plan, 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.