Front Porch Financial Advisory

RIASEC RegisteredEst. 2024

Total AUM

$181M

Discretionary

$114M

63% of AUM

Avg account

$468K

Accounts

387

Employees

Advisory reps

Firm details

Headquarters: Charlotte, North Carolina
CRD number: 311329
Registered since: February 5, 2024
Website: www.frontporchfa.com
Custodians: CHARLES SCHWAB & CO., INC., VOYA RETIREMENT ADVISORS, LLC, THE VANGUARD GROUP, INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI49.71%
Pension & Profit Sharing Plans37.17%
Individuals12.61%
Corporations / Businesses0.5%
Services: Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Front Porch Financial Advisory is an independent RIA organized as an LLC and registered with the SEC in 2024. The firm is individually owned and serves both individual & family clients and institutional relationships. Its advisory services emphasize financial planning, portfolio management for individuals and small businesses, and pension consulting. Fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. The firm does not identify as an active ESG investor and does not position itself as a multi-state or capital-allocating manager.