Finz Advisors, LLC

Overview

Finz Advisors, LLC is an individually owned limited liability company that provides fee-based advisory services oriented toward individuals and small businesses. The firm lists financial planning, portfolio management for individuals and small businesses, pension consulting and educational seminars/workshops among its advisory activities. Its fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. The firm is not identified as an active ESG investor, does not report being a multi-state adviser, and is not marked as a capital allocator or related adviser. An affiliation with an insurance company is noted in the firm’s profile. The public record classifies the firm as unclassified and does not show a separate registration year. Although pension consulting appears in the stated advisory activities, the snapshot flags that it is not registered as a pension consultant, suggesting pension work may be limited or advisory in scope rather than fiduciary pension-plan administration.

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Location & Offices