HOUSEMAN FINANCIAL LLC

Overview

Houseman Financial LLC is a small, privately owned advisory firm that positions itself as a capital allocator for individual clients and small businesses. The firm provides financial planning and discretionary and non-discretionary portfolio management, and it explicitly offers manager selection services — indicating a willingness to outsource or co-manage exposures via third‑party strategy providers rather than building a full in‑house platform. Educational seminars and workshops are part of the firm’s client outreach and service mix, suggesting a focus on client education alongside portfolio advice. Investment posture appears pragmatic rather than thematic: the firm does not identify as an active ESG investor and is not set up as a pension consultant or multi‑state adviser. Its classification is unclassified and owner type is individual, which typically corresponds with a tight decision-making structure and a boutique operating model. Fee arrangements are flexible — the firm offers percentage‑of‑AUM, hourly, and fixed fee options — that can accommodate one‑off planning engagements as well as ongoing asset management relationships.

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Location & Offices