Buswell Associates, Inc.

Overview

Buswell Associates, Inc. is an independent, individually owned registered investment adviser that serves primarily individual and family clients. The firm charges fees based on a percentage of assets under management and combines financial planning with portfolio management for individuals and small businesses. It also operates as an insurance broker, offering insurance-related services alongside its advisory practice. Buswell identifies itself as a conventional wealth manager rather than an ESG-focused allocator or pension consultant. The firm is not described as a capital allocator or related-adviser network participant, and its filings do not flag multi-state advisory registration.

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Public Holdings

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Location & Offices