Khalis Financial Advisors LLC

Khalis Financial Advisors LLC provides portfolio management, pension consulting, and financial planning services to retirement plans and individual clients, and the brochure identifies pension and profit‑sharing plans among its client types. The firm reports $0 in discretionary assets and $150,166 in non‑discretionary assets, reflecting that much of its current management is handled on a non‑discretionary basis.

The firm documents client objectives in written Investment Policy Statements and applies a blend of analytical approaches — including charting, cyclical, fundamental, modern portfolio theory, quantitative and technical analysis — across long‑ and short‑term strategies. It generally limits investments to mutual funds, equities, ETFs, fixed income and TIPS, and states it can accept discretionary authority even though its reported AUM is primarily non‑discretionary.

Noteworthy elements disclosed in the brochure include an affiliation with the principal’s accounting practice, which the firm says may involve providing accounting services outside the advisory business and is disclosed as a potential conflict of interest. The firm also offers pension consulting to employee benefit plans, provides financial planning on fixed‑fee or hourly bases, and may use performance‑based fee arrangements for qualified clients, a mix of features that is less common among peers in its category.