Fenwick Financial

RIAState Registered

Total AUM

$1.8M

Discretionary

$1.8M

100% of AUM

Avg account

$38.9K

Accounts

Employees

Advisory reps

Firm details

Headquarters: New Haven, Kentucky
CRD number: 331235
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Subscription Fees, Fixed Fees, Other
Client types: Individuals100%
Services: Financial PlanningPortfolio Management for IndividualsPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Fenwick Financial is an independent registered investment adviser organized as an LLC and based in Kentucky. The firm targets individual and family clients and is owned by an individual principal. Its service mix combines financial planning and discretionary portfolio management for individuals and small businesses with client education — the firm also produces periodicals or newsletters and runs seminars or workshops. Fee arrangements are flexible and include percentage-of-AUM billing as well as hourly, subscription, fixed-fee and other fee structures. Fenwick Financial does not identify as an active ESG investor.