# Fig Tree Financials LLC

Fig Tree Financials LLC is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **Website:** https://figtreefinancials.com

## Regulatory record

- **CRD number:** 317013
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/317013

## About

Fig Tree Financials provides personal CFO-style services with clear dialogue, comprehensive planning, and a proactive approach. The firm specializes in building tailored investment plans to meet clients' financial wealth goals. Offerings include cash management, investment strategy and literacy, education funding and 529 plans, retirement planning, trust and estate planning, life and long-term care insurance, and related advisory work. The advisor emphasizes consistency, transparency, low stable fees, and incorporating client values and emotions into planning.

## People

- James Manfredonia — Registered Investment Advisor

## Related profiles

- [Marrone Wealth Management](https://altss.com/profile/marrone-wealth-management)
- [ARAVAIPA PARTNERS LLC](https://altss.com/profile/aravaipa-partners-llc)

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Last updated: 2026-08-11T15:06:42.396Z

Canonical page: https://altss.com/profile/fig-tree-financials-llc

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