Flagship Wealth Advisors, LLC

Overview

Flagship Wealth Advisors, LLC is an independent registered investment adviser that began SEC registration in 2017. The firm is organized as an LLC with individual ownership and serves both high-net-worth individuals and institutional clients. Its advisory services emphasize financial planning, portfolio management for individuals and small businesses, and pension consulting. Compensation is primarily fee-based (percentage of AUM) with the option of hourly charges for some engagements. The firm also operates with broker-depended activities and accounting capabilities, functioning as a registered representative of a broker-dealer and maintaining accounting affiliations. Flagship does not operate as a capital allocator to private managers; rather, its reported activity points toward direct portfolio management using public funds and insurance products. The firm identifies as an active ESG investor, indicating ESG factors are integrated into its investment decisions.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices