FINANCIAL DESIGN STUDIO, INC.

Overview

Financial Design Studio, Inc. is an independent registered investment advisor focused on individual and family clients. The firm provides financial planning, portfolio management for individuals and small businesses, and runs educational seminars and workshops. Its advisory model is fee-based, using a mix of percentage-of-AUM billing alongside hourly and fixed-fee arrangements, and it operates as a discretionary manager for the assets it oversees. Investment activity tilts clearly toward public equities. The firm is not an ESG-focused investor, does not act as a capital allocator to external managers in the sense of running a multi-manager platform, and does not position itself as a pension consultant or multi-state adviser. The firm registered with the SEC in 2025 and is owned at the individual level.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices