A complete list of active advisors currently associated with Fencl Advisory Services, LLC

Warmer can help you find a great advisor at Fencl Advisory Services, LLC or one who fits your needs even better.

Fencl Advisory Services provides investment advisory, discretionary portfolio management, and financial planning to individuals (including high-net-worth clients), trusts, retirement plans, and business clients. The firm manages accounts on a continuous basis and delivers personalized investment policies and planning reports designed around each client’s stated goals and circumstances. The firm follows a goal-focused, planning-oriented approach that emphasizes long-term, buy-and-hold strategies and asset allocation tailored to clients’ objectives and risk tolerances. In many cases it constructs bespoke portfolios using exchange-listed and over-the-counter securities (rather than relying primarily on mutual funds or ETFs) and conducts quarterly reviews with ongoing client education to inform adjustments. Fencl is notable for its industry affiliations: it operates as a fee-based advisory firm while its advisors also maintain broker-dealer registrations, and the ownership has an affiliated insurance agency that refers clients and receives commissions for insurance and annuity sales — relationships the brochure discloses as potential conflicts of interest. As a small, three-advisor firm managing roughly $87.5 million across about 170 client relationships, it combines individualized securities-based portfolio construction with access to custody, trading, and insurance products through its broker-dealer and clearing firm relationships.

To learn more about the advisors currently working at Fencl Advisory Services, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.