Updated:
Fidalgo Financial Planning
FIDALGO FINANCIAL PLANNING is a state-registered investment adviser with $147,182 in regulatory assets under management. The firm has 1 employee and 1...
Overview
FIDALGO FINANCIAL PLANNING is a state-registered investment adviser with $147,182 in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a single investment adviser.
General information
Firm type
other
Location
Region
North America
Country
United States
City
Anacortes
Corporate office
Anacortes, WA, United States
Frequently asked questions
What investment vehicles does the firm use?
The firm constructs portfolios using Dimensional Fund Advisors (DFA) and Vanguard mutual funds and ETFs. It does not appear to offer alternatives, private equity, direct indexing, or structured products. The emphasis is on low-cost, passive exposure with periodic rebalancing — standard for a fee-only RIA targeting retirement-income clients.
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