Norton Financial Consultants

Overview

Norton Financial Consultants is a small, individually owned advisory practice organized as a sole proprietorship. The firm operates as a registered representative of a broker-dealer and as an insurance broker while providing financial planning services to clients. Its published fee arrangements are hourly and fixed-fee engagements rather than asset-based or discretionary management mandates. Norton Financial Consultants does not identify as an active ESG investor, is not designated a capital allocator, and is not listed as a multi-state registered adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices