Propel Financial Advisors, LLC

Overview

Propel Financial Advisors, LLC is an independent registered investment adviser organized as an LLC that serves individual and family clients. The firm bills on a percentage-of-AUM basis and also offers hourly engagements, and its advisory menu includes financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, pension consulting, selection of other advisers, and educational seminars and workshops. Propel presents a clear tilt toward equity exposure: its filings identify exchange-traded equities as the largest single asset class in client portfolios. The firm acts as a capital allocator, sourcing third‑party managers where appropriate, and maintains working relationships with accountants and law firms to coordinate tax, legal and estate planning needs. The adviser is not registered as an active ESG investor.

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Public Holdings

Investments & Alternatives

Location & Offices