Fiat Financial Planners

Overview

Fiat Financial Planners operates as a limited liability company under individual ownership and provides financial planning and portfolio management for individuals and small businesses. Its stated fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. The firm reports no role as a capital allocator, does not identify as an active ESG investor, and is not designated as a multi-state adviser or pension consultant. Services focus on advisory work rather than institutional or related-adviser activity.

Assets & Accounts

Public Holdings

Investments & Alternatives