TODD WASHBURN SOLUTIONS, LLC

Overview

Todd Washburn Solutions, LLC is a small, owner-operated advisory firm that focuses on financial planning and portfolio management for individuals and small businesses. The firm runs a fee model that includes a percentage of assets under management, hourly billing and fixed fees, and it does not position itself as a pension consultant, multi-state adviser or ESG specialist. Investment activity shows a clear tilt toward publicly traded equities, with equities identified as the preferred asset class. The firm is not acting as a capital allocator to outside funds in a broad scale, but it does make use of external managers for select alternative exposures.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices