Twenty-First Century Financial Advisors Inc

Overview

Twenty-First Century Financial Advisors Inc. operates as an independent registered investment adviser serving individual and family clients, with an advisory focus on financial planning and portfolio management for individuals and small businesses. The firm manages a compact, discretionary book of business and leans heavily toward pooled public vehicles — primarily mutual funds — rather than concentrated direct-equity or high-turnover ETF strategies. Fee arrangements include a percentage of assets under management and fixed-fee engagements, which supports both ongoing portfolio oversight and stand-alone planning assignments. Investment activity centers on model-style management built from mutual funds and annuity solutions. That approach suggests the firm emphasizes diversification, simplicity of implementation, and predictable cash-flow planning for clients, rather than bespoke active-stock selection or significant use of external alternative fund managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices