Fintent

Overview

Fintent is a corporate-structured registered adviser owned by an individual and positioned as a small, multi-service financial planning and portfolio management practice. The firm provides financial planning and portfolio management for both individuals/small businesses and for business or institutional clients. It also runs educational seminars and workshops. Fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. Regulatory detail is limited in the record reviewed: Fintent is not identified as a capital allocator, does not self-identify as an active ESG investor, and is not listed as a multi-state adviser or pension consultant. The firm reports using third-party managers for some investment types rather than acting as a direct allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives