FYOOZ FINANCIAL PLANNING

Overview

Fyooz Financial Planning is a small, independent registered investment adviser organized as a limited liability company that serves individual and family clients. The firm offers comprehensive financial planning, discretionary portfolio management for individuals and small businesses, and runs educational seminars and workshops. Its owner structure is individual ownership, and the adviser operates under a fee model that combines an assets-under-management percentage with hourly and fixed-fee options. The firm does not identify as an active ESG investor and is not classified as a capital allocator. FINTRX lists it as not a multi-state adviser, and it is not described as a pension consultant or related adviser.

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Public Holdings

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Location & Offices