PICKET FENCE FINANCIAL, LLC

Overview

Picket Fence Financial, LLC is an independent registered investment adviser organized as an LLC that focuses on equity-driven portfolio management alongside financial planning and retirement consulting for individuals, families and small institutions. The firm’s portfolio posture is equity-biased: exchange-traded equities and ETFs make up the bulk of deployed capital, and they use separately managed account structures to deliver customized equity exposures. Their operating model blends percentage-of-AUM billing with hourly and fixed-fee engagements, which supports both ongoing asset management relationships and discrete planning or consulting projects. On the advisory side the firm provides financial planning, portfolio management for individuals and small businesses, and pension consulting services. They are not positioned as a capital allocator running in-house alternative funds; instead they employ third-party managers where needed, particularly for real estate exposure. Active ESG strategies are not a stated focus.

Assets & Accounts

Investments & Alternatives

Location & Offices