Advocates Wealth Planning

Overview

Advocates Wealth Planning is an independent registered investment adviser organized as a limited liability partnership. The firm is SEC registered (initial registration in 2006) and serves individual and family clients, positioning itself around financial planning and portfolio management for individuals and small businesses. Ownership is a mix of a domestic entity and individual owners, and the firm also acts as an insurance broker — a capability reflected in its fee structure, which combines percentage-of-AUM charges with fixed fees. Advisory services emphasize comprehensive planning and discretionary portfolio management rather than institutional consulting or capital allocation. The firm does not identify as an active ESG investor and is not categorized as a multi-state or newly formed adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives