FELDMAN FINANCIAL SERVICES, LLC

Overview

Feldman Financial Services, LLC is a privately held limited liability company owned by an individual and positioned as a fee-based financial advisor and planner. The firm identifies itself as a capital allocator and provides core advisory services focused on financial planning, selection of third-party advisers, and investor education through seminars and workshops. Its fee arrangements include hourly billing, fixed fees and other non-commission structures. The firm does not identify as an active ESG investor, is not registered as a multistate adviser, and is not listed as a pension consultant or related adviser.

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Location & Offices