Amor Fati Financial Services LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Amor Fati Financial Services, LLC provides discretionary portfolio management, ongoing and consulting financial planning (including hourly engagements), and non‑discretionary benefit plan consulting to a mix of clients such as individuals, high‑net‑worth clients, charitable organizations, corporations, and pension or retirement plans. The firm begins engagements with a suitability questionnaire and develops customized investment strategies that are subject to periodic review and adjustment.
AFS emphasizes an asset‑allocation approach that leans on low‑cost passive mutual funds and ETFs while permitting individual securities, annuities, or limited short‑term trading where appropriate; portfolios are constructed and rebalanced based on documented risk profiles and client objectives. The firm acts as a fiduciary, typically with discretionary trading authority for non‑plan accounts, and provides Section 3(21) non‑discretionary consulting to employee benefit plans.
Noteworthy and less common features disclosed in the brochure include its explicit ERISA Section 3(21) pension consulting role, the availability of hourly financial planning, and the employment of licensed insurance agents who may receive commissions—each of which can introduce conflicts of interest not typical for many investment managers. The brochure also discloses the firm’s reliance on a recommended custodian that provides economic benefits to AFS and reports $0 in assets under management as of July 28, 2025, reflecting its recent formation.
Client services
Expertise
Occupation focus
Fee options
$0 - $1,000,000: 0.75% $1,000,001 - $10,000,000: 0.50% $10,000,001+: 0.25%
Financial Planning and Hourly Consulting Fees are negotiated upon entering into such a contract.
Main office
307 Juniper Drive
South Burlington VT 05403
Advisors at this office
1
Most active in
Vermont
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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