PATRIOT WEALTH PLANNERS LLC

RIASEC Registered

Total AUM

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Avg account

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Advisory reps

Firm details

Headquarters: MAUMEE, Ohio
CRD number: 328307
Fee structure: Hourly Charges, Fixed Fees, Other
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Patriot Wealth Planners LLC is a privately owned limited liability company that provides financial planning and discretionary portfolio management for individuals and small businesses. The firm also serves as a capital allocator by sourcing and selecting other advisers on behalf of clients, and it lists an insurance company among its industry affiliations, suggesting distribution or product relationships with insurers. The firm charges clients through hourly fees, fixed fees, and other unspecified fee arrangements rather than commission-based compensation. Patriot Wealth Planners identifies itself as unclassified in the data snapshot; its SEC registration year is not specified. The firm does not characterize itself as an active ESG investor, is not a multi-state adviser, and is not listed as a pension consultant or related adviser. The owner type is reported as an individual.