BALES FINANCIAL ADVISORS, INC

Overview

Bales Financial Advisors, Inc. is an independent RIA that serves individual and family clients on a fee‑based percentage‑of‑AUM model. The firm offers financial planning, discretionary portfolio management for individuals and small businesses, and the selection of third‑party advisers when clients need specialist exposure. It identifies as a capital allocator and shows a clear preference for equity exposure as the primary portfolio sleeve; the firm is not an active ESG investor and does not present as a multi‑state adviser. Service delivery centers on discretionary management, with the advisor packaging planning and ongoing portfolio oversight for primarily retail clients. The business structure is corporate with individual ownership and a client mix that skews toward smaller‑to‑mid sized household relationships rather than institutional retirement plan consulting.

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Public Holdings

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Location & Offices