Financial Sense Advisors, Inc.

Overview

Financial Sense Advisors, Inc. is an independent, individual-owned registered investment adviser that has been SEC registered since 1985. The firm serves both individual and family clients as well as institutional accounts and describes itself as a capital allocator that also selects outside managers when appropriate. Its advisory services include comprehensive financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. Fee arrangements are flexible and include percentage-of-AUM billing alongside hourly and fixed-fee engagements. The firm identifies as an active ESG investor and maintains a broker‑dealer industry affiliation. Financial Sense Advisors was named to the Financial Times’ Top 300 RIA Firms list in 2020, reflecting external recognition of its scale and market presence.

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Public Holdings

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Location & Offices