HERGENROEDER FINANCIAL ADVISORS, INC.

Overview

Hergenroeder Financial Advisors, Inc. is an independent registered investment adviser that provides fee-based financial planning and discretionary portfolio management primarily to individuals and families. The firm, SEC-registered in 2015 and owned by an individual, leans on packaged public fund solutions for core exposures while supplementing portfolios with income-oriented and alternative holdings. Its advisory scope includes comprehensive financial planning and portfolio management for both individuals/small businesses and for business or institutional clients. Fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee options, and the firm does not identify as an active ESG investor. Investment activity is tilted toward pooled public funds and mutual funds for broad market exposure and diversification, with manager selection outsourced for certain alternative allocations. Portfolios appear structured to provide core equity and fixed-income exposure via mutual funds, complemented by targeted allocations for income, credit and real estate-driven diversification.

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Investments & Alternatives

Location & Offices