Talley Financial

Overview

Talley Financial operates as a small, independent registered investment adviser focused on financial planning and portfolio management for individuals, families and small-business clients. The firm combines advisory services with insurance brokerage, which informs its use of annuities and other insurance-linked products alongside traditional investment solutions. Investment activity centers on pooled public funds—primarily mutual funds—rather than direct, concentrated equity positions, while the firm also allocates to third-party alternative managers in targeted sectors such as real estate and natural resources. Fee arrangements include asset-based fees and hourly charges, which aligns with a consultative planning relationship for smaller account sizes.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices