Fencl Advisory Services, LLC

Overview

Fencl Advisory Services, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves primarily individual and family clients, providing financial planning and portfolio management for individuals and small businesses. Its advisory fees are charged as a percentage of assets under management and via fixed-fee arrangements. In addition to its RIA role, the principal or advisers act as registered representatives of a broker-dealer and operate as insurance brokers, so they offer broker-dealer and insurance-distribution services alongside fiduciary planning. The firm does not present itself as a capital allocator or pension consultant, is not positioned as an ESG investor, and is not identified as a multi-state or newly formed adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices