Schwan Financial Advisors, LLC

Overview

Schwan Financial Advisors, LLC is an independent RIA operating as a limited liability company that serves both individual/family clients and institutional clients. The firm combines fee-based advisory services with broker-dealer and insurance relationships, allowing it to deliver financial planning, pension consulting, and the selection and oversight of third-party advisers. Schwan Financial Advisors acts as a capital allocator, using external managers and funds alongside direct investment recommendations. The firm reports that it integrates environmental, social, and governance (ESG) factors into its investment approach. Business services are delivered under a flexible fee model that includes a percentage-of-assets arrangement as well as hourly and fixed-fee engagements. The firm’s licensing and distribution mix includes activity as a registered representative of a broker-dealer and as an insurance broker, which supports access to annuity products and insurance solutions in client portfolios.

Assets & Accounts

Investments & Alternatives

Location & Offices