Olhoeft Financial, LLC

Overview

Olhoeft Financial, LLC is an owner-operated independent registered investment adviser organized as an LLC that focuses on serving individual and family clients. The firm provides financial planning and portfolio management for individuals, small businesses, and other business or institutional clients. Its fee schedule includes asset-based charges as well as hourly and fixed-fee engagements. The firm reports that it is not an active ESG investor, is not a multi-state adviser, and does not act as a capital allocator. The adviser appears to operate principally in a non-discretionary capacity, which suggests clients retain decision authority over investment transactions while Olhoeft Financial delivers planning and model/portfolio recommendations and oversight.

Assets & Accounts

Investments & Alternatives