SHETLAND FINANCIAL, PLLC

Overview

Shetland Financial, Pllc is a small, independent registered investment adviser organized as an LLC and owned by an individual. The firm serves individual and family clients and positions itself primarily as a financial planning and advisory practice rather than a large discretionary asset manager. Its stated advisory activities emphasize financial planning services and the selection of other advisers, and the firm also lists accounting among its business activities. Fee arrangements are flexible: the firm uses percentage-of-AUM billing alongside hourly and fixed-fee engagements. Shetland Financial identifies as a capital allocator, indicating it arranges external investment managers or funds on behalf of clients. The firm does not identify as an active ESG investor and is not a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices