Letteney Financial Advisory, LLC

Overview

Letteney Financial Advisory, LLC is a small, owner-operated independent RIA focused on individual and family clients. The firm’s advisory activity centers on financial planning and discretionary portfolio management for individuals and small businesses. Its fee arrangements are flexible, offering percentage-of-AUM billing alongside hourly and fixed-fee engagements, which supports a mix of ongoing investment management and project-based planning work. Firm disclosures indicate a clear preference for equities as the primary portfolio building block. The adviser does not identify as an active ESG investor and is not structured as a multi-state adviser. With a compact client base and one office, the business model reads as a boutique practice that emphasizes personalised relationships and discretionary management for retail clients.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices