Advisia Financial Planning

Overview

Advisia Financial Planning is organized as a limited liability company and appears to operate as a small, owner-managed advisory practice. Its principal advisory activity is financial planning; the firm bills clients on an hourly basis rather than charging an ongoing AUM fee. Data flags indicate the adviser is not positioned as a capital allocator, does not identify as an ESG investor, and is not registered as a multi-state adviser or pension consultant. The firm's regulatory classification in the available data is unclassified. Ownership is listed as individual, which, together with the hourly-fee model, suggests a service-oriented planning practice focused on advice engagements rather than portfolio management at scale.

Assets & Accounts

Location & Offices