Talbot Financial, LLC

Overview

Talbot Financial, LLC is an independent registered investment adviser that focuses on portfolio management for individual and family clients, including small businesses. The firm is SEC-registered (since 2010) and is organized as a limited liability company owned by an individual. Its advisory model charges fees as a percentage of assets under management and the practice does not identify as an ESG investor. Talbot Financial is not structured as a capital allocator, is not a multi-state adviser, and does not advertise pension consulting or related-adviser services.

Assets & Accounts

Public Holdings

Investments & Alternatives