SKINNER FINANCIAL SERVICES

Overview

Skinner Financial Services is a small, independent registered investment adviser that focuses on serving individual and family clients through a mix of financial planning, investment selection and insurance brokerage. The firm operates as a capital allocator: it constructs portfolios largely from exchange‑traded equities while selecting third‑party managers and products when appropriate. Its advisory scope includes ongoing financial planning, selection of outside advisers for specialized needs, and educational seminars or workshops for clients. Fee arrangements include both a percentage‑of‑AUM model and fixed fees. The practice operates non‑discretionary relationships, meaning client approval is typically required for trades and portfolio changes.

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Public Holdings

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Location & Offices