FINZ ADVISORS, LLC

Overview

Finz Advisors, LLC is a small, owner-operated advisory firm structured as a limited liability company. The firm positions itself around financial planning and discretionary portfolio management for individuals and small businesses, and it also lists pension consulting services and educational seminars/workshops among its activities. Fee arrangements are flexible: the firm indicates it charges based on a percentage of assets under management, hourly fees, and fixed fees. Finz Advisors does not identify as an active ESG investor, does not operate as a capital allocator, and is not registered as a multi-state adviser. Industry affiliation is noted with an insurance company, and the firm’s classification is unclassified. While the firm lists pension consulting among its services, regulatory details indicate it is not registered as a pension consultant, which suggests those services may be advisory or educational rather than serving as a formally registered pension plan fiduciary.

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Investments & Alternatives

Location & Offices