FULBRIGHT FINANCIAL CONSULTING, PA

Overview

Fulbright Financial Consulting, Pa. is an independent registered investment adviser operating as a corporation with individual ownership. The firm serves both individual and family clients as well as institutional accounts, and positions itself as a capital allocator that blends in-house portfolio management with selection of third‑party managers. Its fee model is flexible: percentage of AUM, hourly charges and fixed fees are all in use depending on the engagement. Advisory services emphasize financial planning, discretionary portfolio management for individuals and small businesses, pension consulting and selection of other advisers. The firm also delivers educational seminars and workshops. Fulbright does not self‑identify as an active ESG investor. Its custodial relationship is concentrated at Charles Schwab & Co., Inc., which holds the firm’s client assets.

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Location & Offices