Fenwick Financial

Overview

Fenwick Financial is an independent, owner-operated registered investment adviser that serves individual and family clients. The firm runs a small, fee-based advisory practice focused on financial planning and portfolio management for individuals, small businesses and institutions. Its service mix includes written financial plans, ongoing portfolio management, periodic publication of client communications and educational seminars or workshops. Investment activity is concentrated in fund-based public investments rather than active security selection. Fenwick Financial does not present itself as a capital allocator or multi-state adviser and is not listed as an active ESG investor. The firm employs a diversified fee architecture—percentage of AUM, hourly work, subscription fees and fixed-fee arrangements—so it can accommodate both ongoing asset management relationships and project-based planning engagements.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices