Houseman Financial LLC

Overview

Houseman Financial LLC is an individually owned limited liability company that provides financial planning and discretionary portfolio management for individuals and small businesses. The firm also offers adviser selection services and runs educational seminars and workshops, positioning itself around client advisory and manager-sourcing activities rather than scale-driven brokerage services. The firm’s fee model is a mix of percentage-of-AUM, hourly fees, and fixed-fee arrangements, indicating flexibility for different client needs or engagement types. Houseman Financial is identified as a capital allocator, which aligns with its use of third‑party managers and alternative strategies. It does not identify as an active ESG investor and is not listed as a multi-state adviser or pension consultant.

Assets & Accounts

Investments & Alternatives

Location & Offices