Billfold Budget Counseling

Overview

Billfold Budget Counseling is a small, owner-operated independent registered investment adviser organized as a sole proprietorship. The firm focuses on serving individual and family clients and provides financial planning services rather than acting as a capital allocator or pension consultant. Its fee arrangements are non–asset based: the firm uses hourly charges, subscription fees, and fixed fees. The adviser is not listed as an active ESG investor and is not identified as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices