BASSETT FINANCIAL ADVISORS

Overview

Bassett Financial Advisors is a small independent registered investment adviser focused on serving individuals and families, plus a subset of small business clients. The firm runs a fee model split between percentage-of-AUM and hourly planning charges and emphasizes hands-on financial planning and discretionary portfolio management rather than institutional or pension consulting. Investment posture is equity‑centric: the adviser allocates most client capital to exchange‑traded equities and frequently uses mutual funds and ETFs as core building blocks. The firm is not positioned as an ESG investor and is not organized as a multi‑state adviser. Risk management and suitability drive portfolio construction, with the adviser pairing individual equity exposure and passive/active exchange‑traded funds for liquidity and tax efficiency. Alternatives play a role in client portfolios through third‑party managers in real assets and energy-related strategies rather than being a primary allocation.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices