The Advisory Firm

Overview

The Advisory Firm is organized as an LLC and functions as an independent registered investment adviser. The firm registered with the SEC in 2026 and is owned by an individual. Its client focus is on individuals and families, and its advisory work centers on financial planning and portfolio management for individuals and small businesses. Fee arrangements include a percentage-of-assets-under-management component and fixed fees. The firm does not characterize itself as an active ESG investor, does not operate as a multi-state adviser, and is not positioned as a capital allocator or pension consultant.

Assets & Accounts

Investments & Alternatives

Location & Offices