Financial Filosophy
RIASEC Registered
Total AUM
$6.1M
Discretionary
$0
0% of AUM
Avg account
$339K
Accounts
18
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 134461
- Website
- financialfilosophy.com
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI73.61%
- Individuals26.39%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Financial Filosophy is a sole proprietorship owned by an individual adviser that provides financial planning and portfolio management for individuals and small businesses. The firm is classified as unclassified in the filing and is not identified as a capital allocator or a pension consultant. Its advisory engagement model includes percentage-of-AUM fees alongside hourly and fixed-fee arrangements. The adviser does not report being an active ESG investor and is not designated as a multistate adviser.
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
- Public Funds/Mutual Funds100%
Contacts
1 of 1
Frederick Deyeso
Financial PlannerCRD 4931963
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations