Fiat Financial Planners
RIASEC Registered
Total AUM
$5.4M
Discretionary
$5.4M
100% of AUM
Avg account
$1.8M
Accounts
3
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 324480
- Website
- financialfiat.com
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Fiat Financial Planners is an LLC that provides financial planning and discretionary portfolio management focused on individuals and small businesses. The firm charges a mix of fee structures — percentage of assets under management, hourly fees, and fixed fees — and is organized under individual ownership. It does not identify as an active ESG investor, is not designated a multi-state adviser, and is not listed as a capital allocator or pension consultant in the available data.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Equities96%
- Cash & Cash Equivalents4%
Contacts
1 of 1
William Beutel
Investment Advisor RepresentativeCRD 5056016
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Steve Bass & Associates, Inc.
RIAAUM $5.4MTEAM 1REPS 1
Brigman Wealth Management
RIAAUM $5.4MTEAM 1REPS 1
Haven Capital Advisors, LLC
RIACharlotte, NC
AUM $5.4MTEAM 15REPS 1
BLK Financial Advisors, LLC
RIAAUM $5.4MTEAM 1REPS 1
Austin Wealth Solutions
RIAShreve, OH
AUM $5.4MTEAM 3REPS 1
Temperance Wealth Management
RIAAUM $5.4MTEAM 2REPS 1