Fondahn Financial

Overview

Fondahn Financial is an independent, Washington-registered limited liability company that advises individuals and families. The firm combines financial planning with portfolio management for individuals and small businesses and lists accounting as a core business activity, suggesting tax-aware planning and record-keeping capabilities are part of its service mix. Its fee arrangements are flexible, including percentage-of-AUM billing as well as hourly and fixed-fee engagements. The adviser does not identify as an ESG investor and operates as a single-state, individually owned practice rather than a multi-state or institutional allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices