Francis Financial

Overview

Francis Financial is an independent registered investment adviser that began SEC registration in 2012 and is owned by an individual. The firm serves primarily individuals and families, offering fee models that include a percentage of assets under management and hourly charges. Its written advisory activities emphasize financial planning, discretionary portfolio management for individuals and small businesses, selection of outside advisers, and client education through periodicals and workshops. The firm is identified as a capital allocator, which indicates it places client capital with external managers when appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices