Open Door Financial Advisors

Overview

Open Door Financial Advisors is a small, independent registered investment adviser operating as a limited liability company and owned by an individual. The firm concentrates on financial planning and discretionary portfolio management for individuals, families and small-business owners. It uses a fee mix that includes a percentage of assets under management, hourly charges and fixed fees. Investment activity is centered on public pooled vehicles — primarily mutual funds — with a modest allocation to third‑party real estate strategies rather than direct securities trading or proprietary product manufacturing. The firm is not an active ESG investor and does not present itself as a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices