A complete list of active advisors currently associated with Third Act Financial Planning LLC

Warmer can help you find a great advisor at Third Act Financial Planning LLC or one who fits your needs even better.

The firm provides investment management and financial planning services to individuals and high-net-worth individuals. It operates as a fee-only adviser and offers both ongoing and project-based financial planning alongside portfolio management on discretionary and non-discretionary bases. The adviser develops individualized investment policies and asset-allocation targets and works with clients to implement portfolios that include stocks, bonds, mutual funds, ETFs, municipal and government securities, and cash equivalents. Its methods include fundamental and technical analysis, cyclical and charting approaches, mutual fund/ETF analysis, and a mix of passive asset-class exposure and active techniques, with the ability to accept client-imposed restrictions on investments. Notably, the firm uses hourly and project-based billing for financial planning in addition to traditional asset-based management fees, an approach that is relatively uncommon for firms in this investment-manager category. The firm was recently formed and reported no assets under management at filing, and it is led by a principal with an advanced scientific degree and a background in R&D and operations; the firm also states it does not accept third-party sales compensation.

To learn more about the advisors currently working at Third Act 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.