Fitzpatrick Financial Solutions, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Fitzpatrick Financial Solutions provides investment management and financial planning to individual investors as well as retirement-related entities, including trusts, estates, small business retirement plans and other pension or profit-sharing plans. The firm reports about $19.24 million in assets under management across roughly 58 client accounts and offers supplemental services such as insurance, retirement and estate planning.
The firm’s investment process uses technical, fundamental and statistical analysis and generally favors stocks, bonds and exchange-traded funds over mutual funds for cost and liquidity reasons. Investment management is delivered primarily on a non‑discretionary basis — clients are notified of each proposed trade and accounts are reviewed daily with formal reviews available on request.
What distinguishes this firm from many independent peers is the combination of primarily non‑discretionary AUM together with active portfolio management for institutional plan clients, a mix that is uncommon among similarly structured advisers. The firm also maintains policies intended to separate adviser and client trading, does not vote client proxies, and relies on custodian statements for client reporting rather than issuing separate adviser-prepared account reports.
Client services
Expertise
Fee options
$100.00 for a written financial plan
$0+: 0.5% +: up to 2%
$40.00 per hour for financial planning services
Fee-only: $40.00 per hour for financial planning services; $100.00 for a written financial plan (half due in advance)
Main office
Lansing MI
Advisors at this office
1
Most active in
Louisiana · Michigan
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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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