Lighthouse Advisory Services, Inc.

Overview

Lighthouse Advisory Services, Inc. is an independent registered investment adviser that focuses on fee-based financial planning and portfolio management for individuals, families and small institutions. The firm offers a mix of billing approaches — percentage of assets under management, hourly charges and fixed fees — and delivers services that include financial planning, portfolio management for individuals and small businesses, pension consulting and educational workshops. Lighthouse Advisory Services, Inc. operates largely in a non-discretionary capacity, which shapes how it implements client directives and rebalances positions. Investment-wise the firm favors equities as its primary exposure, using exchange-traded equities as the dominant vehicle. It does not identify as an active ESG investor. Given its owner-type structure (individual-owned) and modest scale, the firm appears to pair bespoke planning with liquid, traded instruments while selectively using external alternative managers for specific client needs.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices