Fundamental Advisors, Inc.

Overview

Fundamental Advisors, Inc. is an independent, privately owned registered investment adviser that focuses on serving individuals and families. Its advisory scope centers on comprehensive financial planning, portfolio management for individuals and small businesses, and pension consulting services. The firm charges clients primarily on a percentage-of-assets basis and also offers hourly billing for certain engagements. It is not positioned as a capital allocator and does not identify as an active ESG investor; it appears to operate as a single-state adviser under individual ownership.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices