A complete list of active advisors currently associated with Finco Advisory LLC
Warmer can help you find a great advisor at Finco Advisory LLC or one who fits your needs even better.
FINCO Advisory LLC is a registered investment adviser that offers discretionary asset management and also provides project-based and hourly financial planning and consulting. Although organized as an investment manager, the firm’s brochure indicates it works with individual clients, including non‑high‑net‑worth households, in addition to pooled or institutional mandates. The firm tailors portfolios to each client’s stated goals, time horizon and risk tolerance, relying on fundamental analysis and a mix of long‑ and short‑term strategies, and it operates with discretionary trading authority. Accounts are reviewed at least quarterly for allocation, rebalancing and tax‑loss harvesting, and clients may impose written investment restrictions. Compared with many peers in the investment‑manager category, FINCO explicitly offers hourly planning services and project‑based financial plans alongside its asset management services, and it states it does not require a minimum account size. The brochure also discloses that the firm’s sole owner maintains a non‑financial, majority‑time role as a Digital Transformation Leader at Amazon Web Services, an outside business activity.
To learn more about the advisors currently working at Finco Advisory 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.
Name |
Location |
Years of experience |
|---|---|---|
Townsend, DE
| 3
|
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