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Auburn Skies Financial Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Clients per advisor
0
Average account size
—
About
Auburn Skies Financial Advisors LLC is a fee‑only registered investment adviser that offers investment management and financial planning to individuals and high‑net‑worth clients, generally charging advisory fees as a percentage of assets under management. The firm provides both discretionary and non‑discretionary portfolio management across equities, fixed income, mutual funds and ETFs, and delivers financial plans on either a project basis or through ongoing engagements.
The adviser’s investment approach emphasizes asset allocation and modern portfolio theory, combining passive and active vehicles and conducting fundamental and fund‑level analysis to construct diversified portfolios tailored to a client’s goals and risk tolerance. Portfolios are generally managed with a long‑term horizon, although short‑term trades may be used opportunistically; selection factors include tax efficiency, liquidity and underlying holdings overlap.
Noteworthy features include an affiliation with a public tax and accounting firm: the firm’s principal also acts as a partner/associate at that accounting firm, and the two entities may refer clients to one another (the brochure discloses no referral compensation), with the principal devoting part‑time hours to the accounting practice during market trading hours. The firm is newly formed and filing its first Form ADV, reporting no assets under management at the time of the brochure, and it requires clients to custody assets at a single recommended custodian.
Client services
Financial planning
Portfolio management
Expertise
Business sale tax planning
Business ownership considerations
Business exit / sale strategy
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Fee options
Project-Based Financial Planning: $3,500 to $5,000 fixed fee
$500,000 - $1,000,000: 0.95% $1,000,001 - $3,000,000: 0.80% $3,000,001 - $5,000,000: 0.65% $5,000,001+: 0.50%
Ongoing Financial Planning: Fixed quarterly fees ranging from $900 to $1,500
Account minimum: $500,000 Fee-only: Financial Planning: Initial fee up to $5,000; Ongoing fixed fees $900 to $1,500 quarterly; Project-based fixed fees $3,500 to $5,000
Main office location
Auburn Skies Financial Advisors
Fairfax VA, United States
Number of offices
1
Most active in
Auburn Skies Financial Advisors has reported serving >5 clients in these states in the last 12 months.
Virginia
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 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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