Green Beret Financial Planning

Green Beret Financial Planning is a newly formed registered investment adviser that provides discretionary investment management and financial planning to individuals, high‑net‑worth clients, trusts, estates and businesses. Although categorized with managers that primarily serve pooled or institutional clients, the firm’s ADV describes direct client advisory work and it reported no assets under management at the time of filing.

The firm typically constructs portfolios using exchange‑traded funds, low‑cost mutual funds, individual stocks and bonds, applying both fundamental and technical analysis with a generally long‑term orientation while retaining the ability to trade more actively as circumstances warrant. In addition to AUM‑based management, the adviser offers financial planning on hourly and fixed‑fee bases — the availability of hourly planning is atypical for firms in its category.

Notable distinctions disclosed in the ADV include the principal’s concurrent non‑advisory bilingual financial education business (approximately half of the principal’s time) and licensure to sell insurance products (with commission compensation, representing a potential conflict of interest). The firm also maintains an institutional platform relationship with its recommended custodian that provides software and other economic benefits to the adviser, and it does not accept custody of client assets beyond authorized fee deductions.