Enso Financial

Overview

Enso Financial is an independent, Arizona-registered advisory firm organized and owned by an individual. The firm concentrates on serving individuals and families, offering financial planning, portfolio management for individuals and small businesses, assistance in selecting outside advisers, and educational seminars or workshops. Enso operates as a capital allocator, combining fee arrangements that include a percentage of AUM, hourly fees, and fixed fees. The firm does not market itself as an ESG investor and maintains a state-focused registration rather than a multi-state advisory footprint. An accounting affiliation is noted among its industry connections.

Assets & Accounts

Investments & Alternatives

Location & Offices