Docsfp

Overview

Docsfp is a small, independent registered investment adviser focused on financial planning and portfolio management for individuals and small businesses. The firm charges for advice on an hourly basis, which points to relationships driven by planning engagements and project work rather than large advisory retainer mandates. Investment activity centers on publicly traded pooled vehicles—primarily mutual funds—while the firm also maintains an allocation to real estate through third‑party managers. Docsfp does not identify as an ESG investor and does not operate as a multi‑state adviser or institutional pension consultant; its client base is predominantly individual and family households.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices