Patriot Wealth Planners LLC

Overview

Patriot Wealth Planners LLC is organized as a limited liability company and is owned by an individual. The firm identifies itself primarily as a financial planning and portfolio-management practice focused on individuals and small businesses, and it also performs selection-of-other-advisers services. Its billing approach includes hourly charges, fixed fees and other non-commission fee arrangements rather than a pure percentage-of-assets model. FINTRX flags the firm as a capital allocator, which suggests involvement in directing client capital or coordinating allocations, but it does not list the firm as an active ESG investor. Patriot Wealth Planners is not registered as a multi-state or newly formed adviser in the FINTRX data and is not identified as a pension consultant or related adviser. The firm has an industry affiliation with an insurance company, indicating a link to insurance products or distribution, which could influence the mix of client solutions offered.

Assets & Accounts