Westport Advisory

Westport Advisory LLC provides wealth management and financial planning services to individuals and high‑net‑worth clients, offering ongoing advisory relationships as well as standalone hourly consultations. The firm also provides portfolio management for individual accounts and monitors held‑away retirement and education accounts as part of its advice and reporting services.

As a fee‑only adviser, Westport uses a mix of fee arrangements — including recurring fixed planning fees and on‑demand hourly billing — and does not accept sales commissions from product providers. Investment work is primarily implemented on a non‑discretionary basis, with portfolios constructed around asset allocation principles (including passively managed index funds) and informed by fundamental and cyclical analysis.

Westport is a recently formed, small adviser that currently has no assets under management and does not act as a private‑fund adviser or participate in wrap fee programs. The firm recommends institutional custodians and follows a client‑approval trading model rather than aggregating block trades or exercising broad discretionary authority, a combination that is less common among similarly sized firms.