Fierce Wealth Management Group LLC

The firm serves individuals (including high‑net‑worth clients), corporations, other business entities, and charitable organizations and reports managing approximately $69 million in discretionary assets across about 125 client relationships. It provides comprehensive financial planning and consulting, ongoing discretionary portfolio management, access to LPL‑sponsored advisory programs and model portfolios, and management of 529 college‑savings accounts.

Its investment process begins with a tailored asset‑allocation plan and employs fundamental analysis and tactical asset allocation to manage individual securities, with discretionary authority to execute trades and rebalance portfolios. The firm offers its own model portfolios while also providing access to third‑party managers and LPL program overlays, and it permits client‑imposed investment restrictions and periodic reviews.

Distinctive aspects noted in the brochure include acting as a sponsor of a wrap‑fee program and offering portfolio management primarily through that wrap structure, a feature uncommon among independent advisers of this size. The firm’s owner and representatives are dually registered with LPL and licensed to sell insurance, and the brochure discloses these affiliations and the use of certain custody arrangements (including standing letters of authorization for some clients) as potential conflicts that the firm says it discloses and manages.