Senior Financial Advisors, Inc.

Overview

Senior Financial Advisors, Inc. is organized as an independent registered investment adviser under individual ownership and operates primarily as a financial planning practice. The firm’s advisory activity centers on delivering fee-for-service planning rather than traditional asset-management relationships: its documented fee structure is hourly and fixed fees. It is not positioned as a capital allocator or pension consultant and does not identify as an active ESG investor. The firm relies on outside managers for specialty allocations rather than running in-house alternative strategies.

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Investments & Alternatives

Location & Offices