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About OWENWISE Financial LLC
OWENWISE Financial LLC is a reputable financial consulting firm that provides expert financial advice to individuals and businesses. With a team of knowledgeable and experienced advisors, they offer a wide range of financial services to help clients achieve their financial goals. The firm’s approach is based on trust, transparency, and personalized solutions that are tailored to each client’s unique financial situation.
How Does the Advisor Help Clients – Key Takeaways:
- Provides expert financial advice
- Offers a wide range of financial services
- Customized solutions based on trust and transparency
Facts and Insights
OWENWISE Financial LLC has been in business for over 10 years, and during this time, they have built a strong track record of successfully helping clients achieve their financial goals. As of 2021, the firm has over $50 million in assets under management and a team of 5 knowledgeable advisors.
| Year Established | Assets Under Management | Number of Advisors |
|---|---|---|
| 2010 | $50 million | 5 |
Financial Services Offered
OWENWISE Financial LLC offers a wide range of financial services to individuals and businesses to help them achieve their financial goals. These services include investment management, retirement planning, tax planning, estate planning, and more. The firm’s team of expert advisors works closely with clients to develop comprehensive financial plans that are tailored to their specific needs and goals.
Client Types
OWENWISE Financial LLC serves a diverse range of clients, including individuals, families, small businesses, and corporations. Their personalized approach to financial planning allows them to cater to the unique needs of each client, regardless of their financial situation.
Fees & Compensation
OWENWISE Financial LLC operates on a fee-only model, meaning they are not compensated through commissions or sales. Instead, they charge a percentage of the assets under management, depending on the complexity and size of the client’s portfolio. This fee structure ensures that the firm’s interests align with their clients’ and helps build a long-term, trusting relationship.
Background
The team at OWENWISE Financial LLC is comprised of experienced and knowledgeable financial advisors who are dedicated to helping clients achieve their financial goals. Each advisor holds relevant certifications and undergoes continuous education to stay up-to-date with the latest industry trends and best practices. With their expertise and commitment to client satisfaction, the firm has established a reputation as a trusted financial advisor in the industry.
Financial Advisor Disclosures to Know
- OWENWISE Financial LLC is a registered investment advisor with the Securities and Exchange Commission (SEC).
- The firm has a clean disciplinary record and has not faced any legal or regulatory actions.
- The firm’s advisors are all held to a fiduciary standard, meaning they are legally required to act in their clients’ best interests.