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Fee-Only Financial Advisors
FEE-ONLY FINANCIAL ADVISORS, LLC is a state-registered investment adviser with $26 million in regulatory assets under management. The firm manages $17...
Overview
FEE-ONLY FINANCIAL ADVISORS, LLC is a state-registered investment adviser with $26 million in regulatory assets under management. The firm manages $17 million on a discretionary basis. It has 1 employee and 1 investment adviser.
General information
Firm type
RIA
Sector focus
Frequently asked questions
Who owns Fee-Only Financial Advisors Ltd.?
The firm is privately held and serves a single family, but the specific family name or wealth origin has not been publicly disclosed.
What is the firm's investment strategy?
Fee-Only Financial Advisors focuses on direct investments and co-investments in private credit, real estate, and infrastructure. It avoids public equities and bonds.
Does the firm disclose its AUM?
No. The firm has not publicly disclosed its assets under management, deployment figures, or team size.
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