Front Porch Financial Advisory
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$112,984,327
This total excludes 18 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
114
42% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
114
Very HighAverage account size
$991,091
About
Front Porch Financial Advisory provides portfolio management, financial planning, and retirement-plan advisory services to individuals, high‑net‑worth clients, corporations or business entities, and employer-sponsored retirement plans. The firm reports managing about $181 million across discretionary and non‑discretionary accounts for roughly 114 clients and offers participant‑directed plan services in addition to individual wealth management.
The firm tailors advice through a written Investment Policy Statement and uses fundamental analysis, modern portfolio theory, and quantitative tools to construct portfolios, employing both long‑ and short‑term trading as appropriate; accounts can be managed on a discretionary or non‑discretionary basis with regular monitoring and at least quarterly reviews. Financial planning engagements are delivered on fixed‑fee or hourly bases and retirement‑plan work is documented in customized Retirement Plan Advisory Agreements.
Distinctively for a solo independent advisor, the firm provides pension and profit‑sharing plan consulting and participant education, assists plan sponsors with selection and monitoring of designated investment alternatives and QDIAs, and is willing to serve as an ERISA 3(21) co‑fiduciary — services that are relatively uncommon among peers. The firm’s principal also holds insurance licensure and a Certified Divorce Financial Analyst credential and notes the capability to assist with divorce‑related financial planning and to discuss insurance solutions, while stating the advisory business does not currently sell insurance products.
Client services
Financial planning
Portfolio management
Pension consulting
Occupation focus
Founder/Business Owner
Fee options
Fixed financial planning fees between $2,500 and $10,000.
$0 - $500,000: 1.25% $500,001 - $1,000,000: 0.95% $1,000,001 - $3,000,000: 0.70% $3,000,001 - $6,000,000: 0.50% $6,000,001+: 0.40%
Hourly financial planning fees between $150 and $400 per hour.
Account minimum: No account minimum size or fee for any of FPFA’s services. Fee-only: Fixed fees between $2,500 and $10,000 for financial planning; hourly fees between $150 and $400 per hour.
Main office location
Front Porch Financial Advisory
211 East Blvd.
Charlotte NC 28203, United States
Number of offices
1
Most active in
Front Porch Financial Advisory has reported serving >5 clients in these states in the last 12 months.
North Carolina · South Carolina · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
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.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
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.
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