Cliff Brockmann

High Touch Financial Planning - Core Planning

2001 U.S. 46, Suite 310

Parsippany-Troy Hills, NJ 07054

973-319-7431

Transparent Pricing That Saves You Thousands

About High Touch Financial Planning - Core Planning

High Touch Financial Planning is a flatfee firm that does not charge commissions or percentage-based fees. Our pricing is built around the services you receive, not the size of your portfolio. We act as a fiduciary at all times, and our advice is never influenced by product sales or asset-based compensation.

We charge a simple monthly fee so every conversation is focused on your life and your goals never a sales pitch. You receive year-round access to planning support, along with low-cost, evidence-based investment methods designed to keep more of your money working for you.

Our mission is to make financial planning feel clear, supportive, and transparent.

See Disclosures

General Information

Firm Start Year

2026

No. of Employees

CRD#

6827888

Firm CRD#

6827888

Years of Experience in Financial Services

Number of Years with Current Firm

Work with the following types of clients

Individual Investors

Advisory Services Provided

Financial Advice & Consulting, Investment Advice & Management, Financial Planning, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Portfolio Management

Services

Investment Types

Stocks, Bonds, Mutual Funds, Exchange Traded Funds (ETFs)

Can meet clients in the following ways

Phone, Our Office, Video Conference

Qualifications & Membership

Certifications, Accreditations & Designations

CFP^®, EA

Compensation and Fees

Fee Structure

Fee-Only

Compensation Methods

Flat Fee

Disclosures

FinancialAdvisor.net provides referrals to financial professionals. FinancialAdvisor.net is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for FinancialAdvisor.net to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures
https://www.financialadvisor.net/disclosure/1892744/financialadvisor-High-Touch-Financial-Planning---Core-Planning-detailed-disclosure.html

Disclaimer

https://www.corepln.com/disclosures

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