Skip to main content

PlannerSearch^®

What is a Financial Planner?Find a Financial Planner Blog Client Demographics Financial Planner Login

PlannerSearch^®

Powered by Snappy Kraken

Designed & Carefully Built by The Smyth Group

Find financial planners who understand your goals, life stage, and planning needs.

Explore

What is a Financial Planner?
Find a Financial Planner
Blog
Client Demographics

For Financial Planners

Financial Planner Login

Contact

1660 Lincoln Street, Suite 2620
Denver, CO 80264

[email protected]

© 2026 Financial Planning Association. All rights reserved.

Privacy Policy and Disclosures

PlannerSearch^®

Powered by Snappy Kraken

Designed & Carefully Built by The Smyth Group

Find financial planners who understand your goals, life stage, and planning needs.

Explore

What is a Financial Planner?
Find a Financial Planner
Blog
Client Demographics

For Financial Planners

Financial Planner Login

Contact

1660 Lincoln Street, Suite 2620
Denver, CO 80264

[email protected]

© 2026 Financial Planning Association. All rights reserved.

Privacy Policy and Disclosures

PlannerSearch^®

What is a Financial Planner?Find a Financial Planner Blog Client Demographics Financial Planner Login

For Financial Planners

Financial Planner Login

4867 matching planners

Find Your Financial Planner Today

All Financial Planners

Parkwoods Wealth Advisors

Terry Donahe

Principal

CFP®, ChFC®, CLU +1

Location

Compensation

William Walsh

Compensation

Commission and Fee?

Portland Private Wealth Management FAS

Jacob Becker

Managing Partner

CWS

Location

Compensation

Marin Wealth Advisors

Michael Castro

Senior Wealth Advisor

Location

Compensation

Emerald Hensley

CFP®

Location

Compensation

Edward Bao Jr.

Wealth Advisor

Compensation

Commission and Fee?

Jade & Cowry

Hui-chin Chen

Managing Partner & Financial Planner

Location

Compensation

Ameriprise Financial Services, LLC

Randall Woolley

Private Wealth Advisor

APMA, CLTC, CRPC

Location

Delray Beach,FL

Compensation

Commission and Fee?

Modern Horizons Wealth Advisors

David Jackson

CMFC

Location

Compensation

Commission and Fee?

Stewardship Concepts Financial Services

Noah Schwab

Financial Advisor

Location

Compensation

Page 47 of 487

Previous
Next

4867 matching planners

Search by Name

Client Demographics

AAPI
Black Americans
Business Owners
Executives
GenX

Major Milestones

Buying a Home and Relocation
Career Changes or Job Loss
Caregiving for Aging Relatives
Compensation Changes
Death in the Family

Technical Skills

Business Succession Planning
Cash Flow and Debt Optimization
Charitable Giving
Concentrated Stock and Diversification Planning
Cross-Border Planning

Compensation

CommissionCompensation earned from product or service sales, typically as a percentage of each transaction.
Commission and FeeCompensation includes both client fees and commissions; planners must disclose using “Commission and Fee.”
Fee OnlyAll compensation comes solely from client-paid fees, with no commissions or product-based payments.

Location

Within

ZIP CODE OR CITY

Languages

ASL
Cantonese
Dutch
English
French

Licenses & Certifications

CFA®
CFP®Always included in PlannerSearch results.
ChFC®
CLU
CPA

Household Income

$0-$50K
$50K-$100K
$100K-$250K
$250K-$500K
$500K+

Investable Assets

$0-$100K
$100K-$250K
$250K-$500K
$500K-$1M
$1M+

Meeting Preference

In-person
Virtual
Flexible

4867 matching planners

Search by Name

Client Demographics

AAPI
Black Americans
Business Owners
Executives
GenX

Major Milestones

Buying a Home and Relocation
Career Changes or Job Loss
Caregiving for Aging Relatives
Compensation Changes
Death in the Family

Technical Skills

Business Succession Planning
Cash Flow and Debt Optimization
Charitable Giving
Concentrated Stock and Diversification Planning
Cross-Border Planning

Compensation

CommissionCompensation earned from product or service sales, typically as a percentage of each transaction.
Commission and FeeCompensation includes both client fees and commissions; planners must disclose using “Commission and Fee.”
Fee OnlyAll compensation comes solely from client-paid fees, with no commissions or product-based payments.

Location

Within

ZIP CODE OR CITY

Languages

ASL
Cantonese
Dutch
English
French

Licenses & Certifications

CFA®
CFP®Always included in PlannerSearch results.
ChFC®
CLU
CPA

Household Income

$0-$50K
$50K-$100K
$100K-$250K
$250K-$500K
$500K+

Investable Assets

$0-$100K
$100K-$250K
$250K-$500K
$500K-$1M
$1M+

Meeting Preference

In-person
Virtual
Flexible