J.P. AUBRY WEALTH ADVISORS, LLC

Overview

J.P. Aubry Wealth Advisors, LLC is an independent, individually owned registered investment adviser organized as an LLC that works primarily with individual and family clients. The firm functions as a capital allocator and provides financial planning, portfolio management for individuals and small businesses, and the selection of outside advisers. Its fee arrangements include a percentage of assets under management as well as hourly and fixed fees. The firm also operates as an insurance broker. The adviser does not position itself as an ESG investor and is not flagged as a multi-state or pension consultant adviser.

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Location & Offices