Enso Financial

Overview

Enso Financial operates as a small, independent registered investment adviser serving individual and family clients. The firm combines financial planning with portfolio management for individuals and small businesses, and it also provides pension consulting support, adviser selection services and educational seminars. Enso Financial charges clients through a mix of percentage-of-AUM fees, hourly billing and fixed fees, and it positions itself as an allocator to third‑party managers when appropriate. Asset allocation leans toward public funds and mutual funds rather than direct-stock concentrated strategies. The firm is not an active ESG investor, does not operate across multiple states, and does not present itself as a pension consultant or related adviser. Enso Financial lists an accountant among its industry affiliations, which suggests it commonly coordinates tax and accounting considerations for clients alongside investment advice.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices