FIERCE WEALTH MANAGEMENT GROUP LLC

Overview

Fierce Wealth Management Group LLC is an independent, owner-operated registered investment adviser organized as an LLC that serves individual and family clients. The firm functions as a capital allocator—providing financial planning, portfolio management for individuals and small businesses, and selecting outside managers when appropriate. Its fee arrangements include asset-based fees, hourly billing and fixed-fee engagements. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser or pension consultant. It lists an affiliation with an insurance company, which likely supports annuity and insurance-related solutions available to clients.

Assets & Accounts

Investments & Alternatives