Lively Financial LLC

Overview

Lively Financial LLC is an independent, owner-operated registered investment adviser serving individuals and families. The firm emphasizes financial planning and portfolio management for individuals and small businesses, complemented by client education through newsletters and seminars. Lively Financial charges a mix of percentage-of-AUM, hourly and fixed fees and operates with a non-discretionary mandate — clients retain final authority over trade decisions. Investment activity centers on publicly traded equities, with a clear preference for exchange-traded vehicles. The firm does not present itself as an ESG-focused manager and maintains a narrow geographic registration footprint rather than a multi-state advisory platform. Given the small scale of the business, the advisor’s model appears oriented toward hands-on planning and advisory relationships rather than large-scale institutional management.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices