CONSOLIDATED FINANCIAL MANAGEMENT CORP.

Overview

Consolidated Financial Management Corp. is organized as a corporation with individual ownership and provides financial planning services. The firm operates under a fee model that includes hourly charges and fixed fees rather than asset-based advisory fees. FINTRX classifies the business as unclassified and indicates it is not a multi-state adviser, not active on ESG mandates, and not positioned as a capital allocator. The firm has affiliations across the financial services ecosystem, including links to a broker-dealer, another investment adviser, and an insurance company, suggesting access to product distribution and insurance solutions in addition to advisory planning. FINTRX does not list pension consulting among the firm’s services.

Assets & Accounts

Investments & Alternatives

Location & Offices