Advisor at Front Porch Financial Advisory
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Front Porch Financial Advisory
Location
Charlotte, NC 28203
Credentials
CFP®, Series 63, Series 66
Industry experience
23 years
Geoffrey Owen is a CFP® with 23 years of industry experience, currently serving as the sole advisor at Front Porch Financial Advisory since 2020. His prior experience includes roles at Greerwalker Wealth Management LLC and Raymond James & Associates, Inc. Outside of his advisory work, he is an independent licensed insurance agent but does not sell insurance products. Front Porch Financial Advisory provides portfolio management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, corporations, and employer-sponsored retirement plans. The firm manages approximately $181 million for about 114 clients, offering customized investment strategies based on fundamental analysis, modern portfolio theory, and quantitative tools, with both discretionary and non-discretionary account management.
Based on Front Porch Financial Advisory
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.
211 East Blvd.
Charlotte, NC 28203
North Carolina · South Carolina · Texas
Front Porch Financial Advisory
2020 - Present (6 years)
Greerwalker Wealth Management Llc
2016 - 2021 (5 years)
Raymond James & Associates
2013 - 2016 (3 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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.
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.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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