FINANCIAL SENSE ADVISORS, INC.

Overview

Financial Sense Advisors, Inc. is a privately owned corporate RIA that has been SEC-registered since 1985. The firm acts as a capital allocator for both individual & family and institutional clients, offering financial planning, portfolio management for individuals and small businesses, and selection of third‑party advisers. Its fee arrangements include percentage of AUM, hourly charges and fixed fees. The firm identifies as an active ESG investor and maintains a broker‑dealer affiliation as part of its industry relationships. Financial Sense Advisors uses external managers for portions of its programmatic allocations and alternatives exposure. The firm’s investment mix tilts toward equities and exchange‑traded strategies, while also incorporating advised allocations to non‑traditional asset categories through third‑party managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices