FRANCO FINANCIAL ADVISORS, INC.

Overview

Franco Financial Advisors, Inc. is an independent registered investment adviser that works mainly with individual and family clients. The firm provides financial planning and portfolio management for individuals, small businesses and institutional/business clients, operating on a fee model that combines a percentage-of-AUM charge with hourly billing for planning work. Registered in 2022, the firm runs client portfolios on a discretionary basis and shows a clear preference for liquid equity exposures as its primary investment posture. Investment activity centers on exchange-traded equities and ETFs as the backbone of client portfolios, with third-party managers used to access alternative strategies. The firm is not positioned as a capital allocator that sources private deals directly; instead it implements alternatives through external hedge fund and real estate managers alongside mutual funds and listed securities. Franco Financial Advisors also has an industry affiliation with an insurance company, indicating an ability to integrate insurance solutions into client planning when appropriate.

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