Finz Advisors, LLC

Overview

Finz Advisors, LLC is organized as a limited liability company and operates as an owner-managed advisory business. Its client-facing services center on financial planning and portfolio management for individuals and small businesses, and the firm also provides pension consulting and runs educational seminars and workshops. Fee arrangements reported include a percentage-of-assets model alongside hourly and fixed-fee engagements. The FINTRX snapshot identifies the firm as unclassified, not a capital allocator, and not an active ESG investor. It is not listed as a multi-state adviser or a related adviser. Industry affiliation is noted with an insurance company, which may reflect a distribution or referral relationship rather than a separate advisory entity.

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Location & Offices