Fyvie Financial LLC

Overview

Fyvie Financial LLC is an independent registered investment adviser operating as a limited liability company and owned by an individual. The firm focuses on serving individual and family clients, combining financial planning, portfolio management for individuals and small businesses, pension consulting support and educational seminars. Fee arrangements are flexible and include a percentage of AUM, hourly charges and fixed fees, which lets the adviser tailor engagements from ongoing wealth management to project-based planning work. Investment activity is concentrated in publicly traded equity markets; the firm shows a clear preference for exchange-traded equities and ETFs as the primary vehicle for implementing client portfolios. Fyvie Financial is flagged as an active ESG investor, indicating environmental, social and governance factors are considered in security selection or fund choice. The firm is not positioned as a capital allocator to private fund managers and does not operate as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices