Fidalgo Financial Planning

Overview

Fidalgo Financial Planning is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm focuses on serving individual and family clients, offering financial planning, discretionary portfolio management for individuals and small businesses, selection of other advisers, and educational seminars or workshops. It operates as a capital allocator in that it may place client capital with external managers, and it bills clients using a mix of percentage-of-AUM, hourly, and fixed-fee arrangements. The firm does not identify as an active ESG investor and is not designated as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices