Fee-Only Financial Advisors, LLC
Firm details
- Headquarters
- ,
- CRD number
- 285747
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI41.55%
- Corporations / Businesses33.17%
- Individuals25.28%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Fee-Only Financial Advisors, LLC is an independent, individually owned RIA organized as an LLC that serves individual and family clients. Its advisory services center on financial planning and portfolio management for individuals and small businesses. The firm charges fees based on a percentage of assets under management and also uses hourly and fixed-fee arrangements. It does not act as a capital allocator, is not positioned as an ESG investor, and does not operate as a multi-state adviser. The firm lists an industry affiliation with accountants.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities62%
- Public Funds/Mutual Funds26%
- Cash & Cash Equivalents9%
- Other2%
- US Government Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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