Fern Financial Group, LLC

Overview

Fern Financial Group, LLC is a small independent RIA organized as a limited liability company that positions itself as a capital allocator for both individuals/families and institutional clients. The firm provides financial planning and portfolio management for individuals, small businesses and pooled investment vehicles, and it also performs manager selection for third‑party advisers. Fee arrangements include percentage‑of‑AUM billing alongside fixed fees and, for some services, performance‑based fees. Fern identifies as an active ESG investor and lists industry affiliations that include accountants, an insurance company, and roles as sponsor/GP/managing member of pooled investment vehicles. The firm is state‑registered in Arizona, California, Kansas, Missouri, North Carolina, Nevada and Texas.

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Location & Offices