ADVISOR 123 LLC

Overview

Advisor 123 LLC is a small, privately owned limited liability company that provides financial planning and discretionary investment management on a fee basis. The firm operates under an individual owner structure and is classified as unclassified in filings. Its advisory activity centers on financial planning services rather than broad institutional consulting or pension work. The firm charges a mix of percentage-of-AUM, hourly, and fixed fees, giving it flexibility to serve clients with both ongoing portfolio management needs and project-based planning engagements. Advisor 123 LLC does not self-identify as an active ESG investor and is not registered as a multi-state adviser. It maintains an affiliation with an insurance company, indicating a degree of coordination with insurance products or distribution channels as part of client solutions. The firm does not position itself as a capital allocator.

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Location & Offices