Boundless Advice LLC

Overview

Boundless Advice LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm serves both individual and family clients as well as institutional clients, and bills clients through a mix of asset-based fees and fixed fees. Its stated advisory services include financial planning and portfolio management for individuals and small businesses; pension consulting is also listed on the firm’s disclosure materials, although other metadata does not classify the firm as a pension consultant. The firm does not identify as an active ESG investor and is not flagged as a multi-state or newly formed adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices