Twinleaf Financial Advisors

Overview

Twinleaf Financial Advisors is an independent LLC that operates as a fee-based advisory practice and also functions as an insurance broker. The firm serves individual and family clients as well as small institutional relationships, and it describes itself as a capital allocator — meaning it places client capital with third-party managers in addition to managing portfolios directly. Compensation is flexible, including percentage-of-AUM fees as well as hourly and fixed-fee arrangements. Core advisory services listed include financial planning, portfolio management for individuals and small businesses, selection of other advisers, pension consulting support, and educational seminars. Twinleaf does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices