CALCULATED FINANCIAL SOLUTIONS, LLC

Overview

Calculated Financial Solutions, LLC is a small, independent registered investment adviser that focuses on serving individual and family clients and small businesses. The firm conducts financial planning and discretionary portfolio management, and it charges clients via a mix of percentage-of-AUM, hourly, and fixed fees. Filings indicate a clear equity preference: exchange-traded equities form the core of the firm's investment lineup, supported by mutual funds and select allocations to third‑party alternative managers. The practice appears structured for hands‑on, client-level portfolio work rather than large-scale institutional asset allocation. With total discretionary assets matching total assets, investment decisions are managed on a discretionary basis for the accounts under their care. The firm also maintains an industry affiliation with accountants, which points to integrated tax and planning collaboration for individual and family clients.

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Public Holdings

Investments & Alternatives

Location & Offices