ACTS FINANCIAL ADVISORS

Overview

Acts Financial Advisors is an independent registered investment adviser that serves individual and family clients. The firm offers comprehensive financial planning and portfolio management for individuals, small businesses and other business clients, along with pension consulting and educational seminars. Fee arrangements include a percentage of assets under management, hourly charges and fixed-fee engagements, allowing flexibility for both ongoing investment management and project-based planning work. Investment activity is tilted toward pooled public funds as the primary building blocks for client portfolios, with a meaningful allocation to third‑party real estate strategies for diversification and income. The firm does not position itself as an ESG specialist. Its industry affiliation as a real estate broker suggests a pragmatic emphasis on real estate opportunities alongside traditional fiduciary services.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices