Mullett Financial LLC

Overview

Mullett Financial LLC is an independent, owner-operated registered investment adviser organized as a limited liability company. The firm positions itself as a capital allocator for individual and family clients, combining percentage-of-AUM billing with hourly fees to deliver financial planning and portfolio management. Its stated advisory activities include comprehensive financial planning, discretionary and non-discretionary portfolio management for individuals and small businesses, portfolio services for businesses or institutions, and the selection of other advisers and subadvisors. Investment activity centers on public funds and mutual funds as the primary vehicle, but the firm also allocates to third‑party alternative managers. Mullett Financial is not an active ESG investor, does not present itself as a multi‑state adviser, and does not function as a pension consultant. The practice is relatively compact, which supports hands‑on relationships and personalized allocation decisions for a small client base.

Assets & Accounts

Investments & Alternatives

Location & Offices