FOUR FINANCIAL MANAGEMENT

Overview

Four Financial Management is a privately held advisory firm organized as an LLC and registered with the SEC in 2024. The firm targets individual and family relationships, offering a mix of financial planning, portfolio management for individuals and small businesses, and adviser-selection services. It also operates as an insurance broker, which it integrates into client solutions where annuities or insurance wrappers are appropriate. Fee arrangements are flexible — the firm charges asset-based fees, hourly fees and fixed fees depending on the engagement. Four Financial Management identifies itself as a capital allocator that sources third-party managers when needed and maintains affiliations with broker-dealers, insurance companies and other professional advisers to deliver multi-disciplinary advice. The firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices