CLS FINANCIAL ADVISORS, INC.

Overview

CLS Financial Advisors, Inc. is an independent registered investment adviser that provides financial planning and portfolio management primarily to individuals and families, and to small businesses. The firm is privately owned by an individual and has been SEC-registered since 2022. Its billing mixes a percentage-of-AUM model with hourly and fixed-fee engagements, reflecting a hybrid advisory approach that accommodates both ongoing investment relationships and project-based planning work. CLS does not position itself as a capital allocator or a pension consultant, and it does not identify as an active ESG investor. Advisory activity centers on personalized planning and discretionary portfolio management for individual and family clients. The firm lists an industry affiliation with accounting professionals, suggesting integration with tax or accounting advisors as part of client service delivery. CLS relies on third-party managers for certain investments rather than operating its own external funds.

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Public Holdings

Investments & Alternatives