FIAT LUX FINANCIAL PLANNING

Overview

Fiat Lux Financial Planning operates as a sole-proprietorship advisory practice focused on financial planning and portfolio management for individuals and small businesses. The firm’s service model emphasizes fee flexibility—offering percentage-of-AUM arrangements alongside hourly and fixed-fee planning—allowing it to serve both ongoing asset-management clients and one‑time or project-based planning engagements. The adviser also performs selection of other advisers, indicating reliance on external managers or fund vehicles when a client’s needs call for strategies beyond the firm’s in-house capabilities. Investment activity centers on traditional pooled products for core exposure and targeted allocations to real estate-related strategies as a means of diversification. The firm does not identify as an active ESG investor and is not positioned as a multi-state adviser; its regulatory and operational footprint is that of a single-owner boutique practice that acts as a capital allocator when clients require third‑party strategies.

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Investments & Alternatives

Location & Offices