Second Look Financial, LLC

Overview

Second Look Financial, LLC is a small, independently owned registered investment adviser organized as an LLC that serves individual and family clients. The firm provides financial planning and portfolio management for individuals and small businesses and also operates as an insurance broker. Compensation options reported include percentage-of-assets fees as well as hourly and fixed-fee arrangements. Regulatory and business attributes indicate a focused, single-owner practice rather than a multi-state or multi-office advisory network. The firm is not identified as an active ESG investor, a capital allocator, a pension consultant, or part of a related-adviser structure.

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Investments & Alternatives

Location & Offices