Consolidated Financial Management Corp.

Overview

Consolidated Financial Management Corp. is a corporate advisory practice owned by an individual that focuses on financial planning as its primary client offering. The firm charges clients on an hourly and fixed-fee basis rather than on an AUM or commission schedule, and is identified in source data as an unclassified adviser with a limited public profile. The firm is not marked as an active ESG investor, not a multi-state adviser, not a pension consultant, and is not designated a capital allocator — indicating it does not appear to run proprietary pooled capital vehicles. Industry affiliations listed include a broker‑dealer, another investment adviser, and an insurance company; those relationships suggest the firm can coordinate brokerage and insurance solutions alongside its financial planning work. The record also indicates the adviser is established rather than newly formed.

Investments & Alternatives