Becker Financial Services

Overview

Becker Financial Services is a sole-proprietorship advisory practice that combines registered representative activity with fee-based financial planning and portfolio management for individuals and small businesses. The firm charges both a percentage of assets under management and hourly fees, and it operates as a non-ESG-focused adviser. Investment activity centers on exchange-traded equities as the dominant public market allocation, while the firm also accesses third-party alternative managers for hedge fund and real estate exposure. Becker Financial Services presents as a small, hands-on adviser that integrates brokerage relationships with advisory work rather than operating as a large multi-state RIA.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices