Affiance Financial LLC

Overview

Affiance Financial LLC is an independent registered investment adviser organized as an LLC and SEC-registered since 2013. The firm serves both individual and institutional clients, offering financial planning and portfolio management for individuals, small businesses, and larger business or institutional clients. Its fee arrangements include asset-based percentage fees and fixed-fee engagements. Affiance identifies as an active ESG investor and appears to rely on external managers for alternative strategies rather than acting as a direct capital allocator. The firm’s model centers on public fund exposure alongside tailored portfolio management and planning services; its regulatory filing activity and holdings indicate a meaningful emphasis on pooled vehicles (ETFs and mutual funds) for core allocations, supplemented by specialist managers for non‑public strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices