WELLNESS FINANCIAL ASSOCIATES LLC

Overview

Wellness Financial Associates LLC is a small, individually owned investment adviser organized as a limited liability company that provides fee-based planning and portfolio services to individuals and small businesses. Its stated advisory activities include financial planning, portfolio management for individuals and small businesses, and pension consulting services. The firm reports an affiliation with an insurance company and uses a mix of fee models—percentage of AUM, hourly charges, and fixed fees—rather than a single commission-based approach. It does not identify as an active ESG investor and is not registered as a multi-state adviser. The firm’s regulatory classification is unclassified and it does not present as a capital allocator. The combination of service lines and fee arrangements suggests the firm positions itself to serve clients seeking holistic planning and outsourced portfolio oversight on a fee basis, with the ability to offer one-off or project work through hourly or fixed-fee engagements.

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Location & Offices