Sunflower Financial Planning, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$9,345,187
Clients
20
50% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
20
TypicalAverage account size
$467,259
About
Sunflower Financial Planning, LLC is an independent, single-advisor registered investment adviser founded in 2024 that provides investment management, wealth management, and financial planning to individuals and high net worth individuals. The firm builds portfolios primarily with low-cost, diversified mutual funds and ETFs, and it also advises on retirement account distributions and rollovers while referring to outside specialists when appropriate.
The firm’s investment process emphasizes fundamental analysis and a long-term orientation, with tailored asset allocation, periodic rebalancing, and the option to retain legacy positions for tax or portfolio-fit reasons; accounts are generally managed on a discretionary basis but non-discretionary relationships are also maintained. Sunflower Financial may use third‑party managers and a sub‑advisory/wrap arrangement (including Betterment Advisor Solutions) for certain clients and discloses its ERISA/IRC fiduciary role when advising on retirement accounts.
Noteworthy elements include a small client roster (about 20 clients) overseeing roughly $9.35 million in combined discretionary and non‑discretionary AUM, and leadership by a CFP® professional with prior senior roles at Fidelity, which informs the firm’s practice-management background. The firm also maintains institutional relationships with custodians (including Schwab) and provides ongoing financial‑planning monitoring as part of its wealth management service.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
General retirement planning
College savings (529s, UTMA, etc.)
Wealth management
Cash flow / budgeting
Demographic focus
Mid-Career Professionals
Fee options
Fixed financial planning fees ranging from $3,500 to $10,000
$0 - $500,000: 1.25% $500,001 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.80% $3,000,001 - $5,000,000: 0.70% $5,000,001+: 0.60%
$350 per hour for financial planning services
Ongoing financial planning fees ranging from $4,200 to $10,000 annually
Account minimum: $4,500 minimum annual fee for wealth management services Minimum fee: Minimum annual fee of $4,500 for wealth management services Fee-only: Financial planning services offered on hourly basis ($350/hour), fixed fees ($3,500 to $10,000), or ongoing fees ($4,200 to $10,000 annually)
Main office location
Sunflower Financial Planning, LLC
Windham NH, United States
Number of offices
1
Most active in
Sunflower Financial Planning, LLC has reported serving >5 clients in these states in the last 12 months.
Massachusetts · New Hampshire · Texas
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
Quick links
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")