ENSOURCEFUL, INC.

Overview

Ensourceful, Inc. is a small advisory corporation that positions itself as a fee-for-service financial planning provider. The firm is owned by an individual and is classified as an unclassified adviser; it does not operate as a capital allocator or a multi-state registered adviser. Ensourceful, Inc. bills clients on an hourly basis rather than charging asset-based or retainer fees, and its stated advisory activity centers on financial planning services rather than discretionary portfolio management. On the investment side, Ensourceful, Inc. relies on external managers and pooled vehicles for non‑traditional exposure while using mutual funds for public market allocations. The firm does not identify as an active ESG investor, which suggests ESG considerations are not a primary driver in manager selection or portfolio construction.

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Location & Offices