Stride Financial Planning
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$0
Total clients
25
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
25
Average account size
$0
About
Stride Financial Planning LLC provides fee-only financial planning to individual clients, including high-net-worth individuals, through written comprehensive plans and ongoing engagements that address cash flow, retirement, estate planning, insurance, tax strategies, and education funding. The firm does not provide portfolio management or custody of client assets.
In its planning work the firm uses fundamental analysis and Modern Portfolio Theory to inform investment recommendations and generally favors passive, low-cost mutual funds and ETFs when suggesting asset allocations. Although it offers investment analysis and implementation guidance, the firm does not exercise investment discretion or execute trades on clients’ behalf.
Unlike most peers, Stride does not charge percentage-of-assets-under-management fees and reported zero discretionary and non‑discretionary assets under management as of February 2026, reflecting a primary focus on planning rather than asset management. The firm also coordinates with third‑party professionals (attorneys, tax and insurance advisors) as part of ongoing engagements and documents its fiduciary duty and code of ethics in its advisory materials.
Client services
Financial planning
Expertise
Cash flow / budgeting
College savings (529s, UTMA, etc.)
General estate planning guidance
Retirement withdrawal strategies
General tax planning
Demographic focus
Mid-Career Professionals
Fee options
Washington residents charged $200 per hour; fees based on hourly rate within $900-$1,200 quarterly range
Minimum fee: Fixed fee of $900-$1,200 per quarter, paid quarterly in arrears, negotiable based on client needs and complexity Fee-only: Fee-only financial planning services; compensation solely from clients, no commissions or sales-related compensation
Main office location
Stride Financial Planning
Madera CA, United States
Number of offices
1
Most active in
Stride Financial Planning has reported serving >5 clients in these states in the last 12 months.
California · Washington
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")