Assist Fp

Overview

Assist Fp is a small, owner-operated independent Registered Investment Adviser organized as a limited liability company. The practice targets individuals and families with a mix of financial planning, portfolio management for individuals and small businesses, and client education through seminars and workshops. Fee arrangements are flexible and include percentage-of-AUM fees alongside hourly and fixed-fee engagements, allowing the firm to serve both ongoing advisory relationships and project-based planning work. Investment activity is concentrated in liquid public equities, reflecting a clear preference for equity exposures as the primary portfolio building block. The firm does not position itself as a capital allocator to external alternative fund managers and is not identified as an active ESG investor. Given its size and service mix, Assist Fp appears geared toward hands-on, personalized portfolio management rather than institutional or large-scale alternative strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices