Figtree Financial Advisors, LLC

Overview

Figtree Financial Advisors, LLC is an independent, California-registered limited liability company that serves individual and family clients. The firm was recently formed and is owned by an individual principal. Its advisory offering centers on comprehensive financial planning and portfolio management for individuals and small businesses, with pension consulting listed among its services. Compensation is a mix of percentage-of-AUM fees and fixed fees. Figtree also operates as an insurance broker and has ties to an insurance company through its business activities. The firm does not position itself as a capital allocator and is not focused on ESG investing.

Assets & Accounts

Public Holdings

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Location & Offices