CORLETT FINANCIAL, INC.

Overview

Corlett Financial, Inc. is an independent registered investment adviser that focuses on serving individual and family clients, with additional services for small-business owners. The firm blends financial planning and portfolio management with a fee structure that includes percentage-of-AUM billing plus hourly and fixed-fee arrangements, which signals flexibility for both ongoing wealth management relationships and discrete planning engagements. Corlett Financial publishes client-facing material as part of its advisory practice and maintains an insurance-company affiliation, indicating a practice that integrates insurance solutions into broader planning. Investment strategy appears centered on pooled public vehicles rather than high-conviction single-stock bets. The firm is not organized as a capital allocator and does not operate like a multi-state or pension consultant adviser. It also does not identify as an active ESG investor. Given the client base and service mix, allocation decisions likely emphasize diversified mutual fund sleeves and managed strategies that align with retiree and accumulation-stage household needs.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices