Ethos Financial Planning

Overview

Ethos Financial Planning is a small, independent registered investment adviser operating as a limited liability company and owned by an individual principal. The firm concentrates on wealth services for individuals and families, offering financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops. Fee arrangements mix percentage-of-assets and fixed-fee engagements. Ethos positions itself as an active ESG investor, indicating that environmental, social and governance considerations are part of its manager and fund selection process. The firm is not organized as a capital allocator and does not list pension consulting or related-adviser activity. Its model is advisory rather than fiduciary-only custody: the firm reports non-discretionary relationships for its client assets.

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Location & Offices