Fedeli Financial, LLC

Overview

Fedeli Financial, LLC is a small, fee-based advisory practice focused on portfolio management for individual and family clients and small businesses. The firm operates as a limited liability company under individual ownership and delivers discretionary investment management against a percentage-of-AUM fee model. Investment work centers on public funds and mutual funds with a stated preference for fixed-income exposure; the firm does not flag itself as an active ESG investor. With only two clients and a concentrated asset base, Fedeli Financial plays a boutique, relationship-driven role: portfolios are managed on a discretionary basis and the adviser can deploy third‑party managers or direct vehicle selections when appropriate. The firm is not positioned as a capital allocator or pension consultant and does not report multi-state adviser status.

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Location & Offices