Fee-Only Financial Advisors, LLC

Overview

Fee-Only Financial Advisors, LLC is a small, independent RIA focused on individual and family clients providing financial planning and portfolio management. The firm operates on a fee-only model supplemented by hourly and fixed fees, and handles both discretionary and non-discretionary mandates. Its asset allocation posture strongly favors equities, with an emphasis on exchange-traded instruments and separately managed account (SMA) structures, while keeping access to mutual funds for specific strategies or fund-based exposures. The firm does not position itself as an ESG-focused manager and maintains a conventional advisory footprint rather than multi-state or pension consulting specialization. Fee-Only Financial Advisors appears to run concentrated, client-centric relationships: a modest total AUM base paired with a small client roster suggests bespoke portfolio construction and closer advisor-client interaction. The mix of fee structures and the presence of non-discretionary assets indicate the firm serves some clients who prefer to retain final trading authority while others have delegated discretion.

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Public Holdings

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Location & Offices