Patriot Wealth Planners LLC

Overview

Patriot Wealth Planners LLC is structured as a limited liability company owned by an individual and registered as an advisory capital allocator. The firm’s publicly listed advisory activities center on financial planning, portfolio management for individuals and small businesses, and selecting other advisers. Its fee arrangements include hourly and fixed-fee engagements, plus other non-disclosed fee formats, which aligns with project- or advice-focused client work rather than a strictly asset-based billing model. The firm does not identify as an active ESG investor, is not designated as a multi-state adviser, and is not listed as a pension consultant or related adviser. An industry affiliation with an insurance company is recorded, suggesting ties to insurance products or distribution, and the “selection of other advisers” activity indicates the firm may place client assets with third-party managers or act as an intermediary allocator rather than directly managing significant AUM on its own books.

Assets & Accounts