FELSPAR FINANCIAL

Overview

Felspar Financial is organized as a limited liability company with individual ownership. The adviser positions itself to provide fee-based financial planning and portfolio management services targeted at individuals and small businesses. Its reported fee arrangements include both a percentage of assets under management and fixed fees. Public filings and the FINTRX snapshot mark Felspar Financial as unclassified in terms of firm type. The firm is not identified as an active ESG investor, a multi-state adviser, a pension consultant, a capital allocator, or a related adviser. FINTRX also indicates the firm is not newly formed.

Assets & Accounts

Location & Offices