FLOWRATE FINANCIAL, LLC

Overview

Flowrate Financial, LLC is an independent, owner-operated registered investment adviser that serves individuals and families with a mix of planning and portfolio management services. The firm functions as a capital allocator and provides financial planning, discretionary portfolio management for individuals and small businesses, and selection of outside advisers when clients need specialized solutions. Its fee model is flexible — charging a percentage of assets under management as well as hourly and fixed fees — which supports both ongoing investment relationships and project-based planning work. The firm does not identify as an active ESG investor and is not structured as a multi-state adviser. Investment activity is concentrated in publicly traded securities, with a stated preference for equities. That preference drives portfolio construction toward exchange-traded instruments while retaining the ability to incorporate mutual funds and annuities where appropriate. The boutique scale of the firm suggests hands-on portfolio oversight and direct client engagement rather than a product-distribution approach.

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Public Holdings

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Location & Offices