OwenWise Financial LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
OwenWise Financial is a registered investment adviser that provides portfolio management, financial planning, consulting, and institutional asset management services through model portfolios and asset management programs. The firm also issues periodicals and social media updates and can provide targeted consulting or selection of other advisers for client needs.
The firm typically implements discretionary management using diversified, largely passive asset-allocation model portfolios tailored to each client’s stated objectives and constraints. Its investment process relies on fundamental analysis and may include strategies such as option writing or margin when consistent with a client’s risk tolerance, with trade execution and custody handled through selected custodians.
Noteworthy aspects include an affiliation with a separate accounting firm operated by the firm’s principal, with that principal devoting a substantial portion of time to the accounting practice, which brings integrated tax and planning capabilities that are uncommon among peers. The firm also departs from many peers by offering hourly billing for planning work, publishing periodicals/newsletters, and occasionally selecting outside advisers for clients without receiving referral compensation.
Client services
Expertise
Fee options
Financial planning fixed fees typically range from $1,000 to $5,000 depending on complexity
$0 - $50,000: Higher percentage rate than standard 1.00% (specific rate not stated) $50,000+: 1.00% annually
$195 per hour for financial planning and consulting services
Account minimum: $50,000 (negotiable under certain circumstances, with discretion to waive) Minimum fee: $600 annual minimum fee charged when account falls below $50,000 Fee-only: Fee-only financial planning and investment management; no commissions accepted
Main office
Orlando FL
Advisors at this office
1
Most active in
Florida
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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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