FINANCIAL ANSWERS, LLC

Overview

Financial Answers, LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm concentrates on serving individual and family clients, offering financial planning as its core advisory service. Its practice includes selecting other advisers on behalf of clients and delivering educational seminars or workshops, indicating a consultative, service-oriented model rather than one focused on proprietary product distribution. The firm bills clients through hourly charges, fixed fees and other non-asset–based arrangements, consistent with a fee-for-service planning practice. FINTRX flags Financial Answers as a capital allocator, which suggests the adviser may use or recommend outside managers for portions of client portfolios. The firm does not identify as an active ESG investor and is reported as operating in a single state rather than as a multistate adviser. It is not listed as a pension consultant or a related adviser.

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Investments & Alternatives

Location & Offices